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
$58.4B
AUM Growth
+$2.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,361
New
Increased
Reduced
Closed

Top Buys

1
+$247M
2
+$181M
3
+$154M
4
META icon
Meta Platforms (Facebook)
META
+$131M
5
TMO icon
Thermo Fisher Scientific
TMO
+$121M

Top Sells

1
+$315M
2
+$229M
3
+$202M
4
CRM icon
Salesforce
CRM
+$182M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$142M

Sector Composition

1 Technology 27.58%
2 Financials 12.32%
3 Healthcare 10.12%
4 Industrials 9.33%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FNDC icon
1951
Schwab Fundamental International Small Company Index ETF
FNDC
$2.94B
$34.8K ﹤0.01%
781
-571
SIGI icon
1952
Selective Insurance
SIGI
$5.06B
$34.7K ﹤0.01%
428
+20
EVH icon
1953
Evolent Health
EVH
$454M
$34.7K ﹤0.01%
4,100
+4,000
CGNX icon
1954
Cognex
CGNX
$5.83B
$34.6K ﹤0.01%
764
+327
VIRT icon
1955
Virtu Financial
VIRT
$2.83B
$34.5K ﹤0.01%
972
+332
ARWR icon
1956
Arrowhead Research
ARWR
$9.3B
$34.5K ﹤0.01%
1,000
GSG icon
1957
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1.05B
$34.5K ﹤0.01%
1,500
CE icon
1958
Celanese
CE
$4.65B
$34.3K ﹤0.01%
816
-315
PR icon
1959
Permian Resources
PR
$10.4B
$34.2K ﹤0.01%
2,672
-56
RNR icon
1960
RenaissanceRe
RNR
$12.5B
$34K ﹤0.01%
134
+94
SPIB icon
1961
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$34K ﹤0.01%
1,004
-533
WHD icon
1962
Cactus
WHD
$3.02B
$34K ﹤0.01%
862
-140
FLNG icon
1963
FLEX LNG
FLNG
$1.38B
$34K ﹤0.01%
1,348
MRCC icon
1964
Monroe Capital Corp
MRCC
$140M
$33.9K ﹤0.01%
4,830
-6,274
CSWC icon
1965
Capital Southwest
CSWC
$1.26B
$33.9K ﹤0.01%
1,551
PBE icon
1966
Invesco Biotechnology & Genome ETF
PBE
$253M
$33.9K ﹤0.01%
485
+100
ASGN icon
1967
ASGN Inc
ASGN
$2.05B
$33.8K ﹤0.01%
713
-55
BCPC
1968
Balchem Corp
BCPC
$5.14B
$33.5K ﹤0.01%
223
+65
IEO icon
1969
iShares US Oil & Gas Exploration & Production ETF
IEO
$419M
$33.3K ﹤0.01%
360
FIG
1970
Figma
FIG
$17.8B
$33.2K ﹤0.01%
+640
NWG icon
1971
NatWest
NWG
$68.1B
$33K ﹤0.01%
2,332
-470
STNC icon
1972
Hennessy Sustainable ETF
STNC
$94.8M
$32.9K ﹤0.01%
1,006
NCNO icon
1973
nCino
NCNO
$2.82B
$32.8K ﹤0.01%
1,210
IBOC icon
1974
International Bancshares
IBOC
$4.53B
$32.7K ﹤0.01%
476
-75
RSPH icon
1975
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$752M
$32.6K ﹤0.01%
1,110
+397
77 78
79
80 81