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
VAC icon
1926
Marriott Vacations Worldwide
VAC
$2B
$25.5K ﹤0.01%
352
+9
AFG icon
1927
American Financial Group
AFG
$11.5B
$25.2K ﹤0.01%
200
-59
IVOO icon
1928
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.01B
$25.2K ﹤0.01%
240
BCPC
1929
Balchem Corp
BCPC
$5.06B
$25.2K ﹤0.01%
158
-1
GFS icon
1930
GlobalFoundries
GFS
$20.4B
$24.8K ﹤0.01%
650
TDC icon
1931
Teradata
TDC
$2.86B
$24.8K ﹤0.01%
1,110
+117
CORT icon
1932
Corcept Therapeutics
CORT
$8.81B
$24.7K ﹤0.01%
337
+16
SPD icon
1933
Simplify US Equity PLUS Downside Convexity ETF
SPD
$109M
$24.7K ﹤0.01%
650
EPP icon
1934
iShares MSCI Pacific ex Japan ETF
EPP
$1.71B
$24.7K ﹤0.01%
500
PBE icon
1935
Invesco Biotechnology & Genome ETF
PBE
$261M
$24.7K ﹤0.01%
385
USO icon
1936
United States Oil Fund
USO
$934M
$24.6K ﹤0.01%
337
QQQE icon
1937
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.23B
$24.6K ﹤0.01%
250
HYT icon
1938
BlackRock Corporate High Yield Fund
HYT
$1.45B
$24.5K ﹤0.01%
2,513
-1,449
BCE icon
1939
BCE
BCE
$21.3B
$24.5K ﹤0.01%
1,104
-80
VSCO icon
1940
Victoria's Secret
VSCO
$4.55B
$24.5K ﹤0.01%
1,321
AVK
1941
Advent Convertible and Income Fund
AVK
$551M
$24.4K ﹤0.01%
2,018
+22
MLAB icon
1942
Mesa Laboratories
MLAB
$448M
$24.4K ﹤0.01%
259
-1
POR icon
1943
Portland General Electric
POR
$5.37B
$24.4K ﹤0.01%
600
-39
VCYT icon
1944
Veracyte
VCYT
$3.39B
$24.4K ﹤0.01%
901
-85
TCPC icon
1945
BlackRock TCP Capital
TCPC
$459M
$24.3K ﹤0.01%
3,160
NAMSW icon
1946
NewAmsterdam Pharma Warrant
NAMSW
$104M
$24.2K ﹤0.01%
3,000
+2,000
SMIN icon
1947
iShares MSCI India Small-Cap ETF
SMIN
$772M
$24.1K ﹤0.01%
312
+117
SPMO icon
1948
Invesco S&P 500 Momentum ETF
SPMO
$13.1B
$24.1K ﹤0.01%
+214
GRAL
1949
GRAIL Inc
GRAL
$3.55B
$24.1K ﹤0.01%
468
-38
IPAY icon
1950
Amplify Mobile Payments ETF
IPAY
$225M
$24.1K ﹤0.01%
402
76 77
78
79 80