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
OTEX icon
1976
Open Text
OTEX
$8.41B
$32.6K ﹤0.01%
+872
PDO
1977
PIMCO Dynamic Income Opportunities Fund
PDO
$1.82B
$32.5K ﹤0.01%
2,300
BUD icon
1978
AB InBev
BUD
$126B
$32.5K ﹤0.01%
545
-267
CSGS icon
1979
CSG Systems International
CSGS
$2.2B
$32.4K ﹤0.01%
504
-290
IRDM icon
1980
Iridium Communications
IRDM
$1.77B
$32.4K ﹤0.01%
+1,854
LSTR icon
1981
Landstar System
LSTR
$5.03B
$32.4K ﹤0.01%
264
+10
TNGY
1982
Tortoise Energy Fund
TNGY
$501M
$32.3K ﹤0.01%
3,562
+44
PLXS icon
1983
Plexus
PLXS
$4.28B
$32.1K ﹤0.01%
222
+6
OLN icon
1984
Olin
OLN
$2.46B
$32K ﹤0.01%
1,282
-68
ESPO icon
1985
VanEck Video Gaming and eSports ETF
ESPO
$381M
$32K ﹤0.01%
264
YYY icon
1986
Amplify CEF High Income ETF
YYY
$656M
$32K ﹤0.01%
2,707
FTF
1987
Franklin Limited Duration Income Trust
FTF
$245M
$32K ﹤0.01%
5,016
XSD icon
1988
State Street SPDR S&P Semiconductor ETF
XSD
$1.6B
$31.9K ﹤0.01%
+100
URNM icon
1989
Sprott Uranium Miners ETF
URNM
$1.69B
$31.8K ﹤0.01%
526
-400
CRK icon
1990
Comstock Resources
CRK
$6.24B
$31.7K ﹤0.01%
1,598
LAUR icon
1991
Laureate Education
LAUR
$4.82B
$31.6K ﹤0.01%
1,001
-527
COLM icon
1992
Columbia Sportswear
COLM
$3.07B
$31.5K ﹤0.01%
603
-102
VUZI icon
1993
Vuzix
VUZI
$232M
$31.3K ﹤0.01%
10,000
GIL icon
1994
Gildan
GIL
$11.1B
$31.1K ﹤0.01%
538
+338
QDF icon
1995
FlexShares Quality Dividend Index Fund
QDF
$2.02B
$31K ﹤0.01%
391
LOGI icon
1996
Logitech
LOGI
$16.5B
$30.9K ﹤0.01%
282
-45
MSOX icon
1997
AdvisorShares MSOS 2X Daily ETF
MSOX
$89.6M
$30.9K ﹤0.01%
+3,983
DTRE icon
1998
First Trust Alerian Disruptive Technology Real Estate ETF
DTRE
$15.3M
$30.8K ﹤0.01%
+780
QBTS icon
1999
D-Wave Quantum
QBTS
$9.11B
$30.8K ﹤0.01%
1,246
-18,763
VRNS icon
2000
Varonis Systems
VRNS
$3.89B
$30.7K ﹤0.01%
535
78 79
80
81 82