CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56B
AUM Growth
+$8.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,351
New
Increased
Reduced
Closed

Top Buys

1 +$186M
2 +$145M
3 +$122M
4
SPOT icon
Spotify
SPOT
+$113M
5
AVGO icon
Broadcom
AVGO
+$106M

Top Sells

1 +$825M
2 +$177M
3 +$175M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$139M
5
UNH icon
UnitedHealth
UNH
+$122M

Sector Composition

1 Technology 27.93%
2 Financials 12.75%
3 Healthcare 10.35%
4 Consumer Discretionary 9.14%
5 Industrials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PRGO icon
1901
Perrigo
PRGO
$1.82B
$27.2K ﹤0.01%
1,019
-91
RRC icon
1902
Range Resources
RRC
$8.18B
$27.2K ﹤0.01%
668
+374
VRNS icon
1903
Varonis Systems
VRNS
$3.94B
$27.2K ﹤0.01%
535
-122
OLN icon
1904
Olin
OLN
$2.33B
$27.1K ﹤0.01%
1,350
-264
VALE icon
1905
Vale
VALE
$54.3B
$27.1K ﹤0.01%
2,788
-33
JD icon
1906
JD.com
JD
$40.9B
$27K ﹤0.01%
827
-459
PAG icon
1907
Penske Automotive Group
PAG
$10.9B
$27K ﹤0.01%
157
-86
FL
1908
DELISTED
Foot Locker
FL
$26.9K ﹤0.01%
1,100
-115
AVEM icon
1909
Avantis Emerging Markets Equity ETF
AVEM
$15.1B
$26.9K ﹤0.01%
+393
CNS icon
1910
Cohen & Steers
CNS
$3.18B
$26.8K ﹤0.01%
356
WDI
1911
Western Asset Diversified Income Fund
WDI
$718M
$26.7K ﹤0.01%
1,800
GFF icon
1912
Griffon
GFF
$3.55B
$26.6K ﹤0.01%
367
VOD icon
1913
Vodafone
VOD
$30.3B
$26.5K ﹤0.01%
2,489
AHR icon
1914
American Healthcare REIT
AHR
$8.58B
$26.4K ﹤0.01%
719
-9,480
CNXN icon
1915
PC Connection
CNXN
$1.5B
$26.3K ﹤0.01%
400
GXO icon
1916
GXO Logistics
GXO
$6.1B
$26.2K ﹤0.01%
538
-3,066
PEGA icon
1917
Pegasystems
PEGA
$10.4B
$26.2K ﹤0.01%
484
-256
PDEX icon
1918
Pro-Dex
PDEX
$126M
$26.2K ﹤0.01%
600
THO icon
1919
Thor Industries
THO
$5.6B
$26.1K ﹤0.01%
294
+8
JBHT icon
1920
JB Hunt Transport Services
JBHT
$18.8B
$26K ﹤0.01%
181
-160
DFIN icon
1921
Donnelley Financial Solutions
DFIN
$1.22B
$26K ﹤0.01%
421
-42
CARE icon
1922
Carter Bankshares
CARE
$443M
$25.8K ﹤0.01%
1,490
UMAC icon
1923
Unusual Machines
UMAC
$363M
$25.7K ﹤0.01%
3,000
+2,000
NEON icon
1924
Neonode
NEON
$33.7M
$25.5K ﹤0.01%
1,000
ILCV icon
1925
iShares Morningstar Value ETF
ILCV
$1.16B
$25.5K ﹤0.01%
305