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
RWAY icon
1976
Runway Growth Finance
RWAY
$327M
$22.2K ﹤0.01%
2,068
-7,513
MAG
1977
DELISTED
MAG Silver
MAG
$22.2K ﹤0.01%
1,050
SW
1978
Smurfit Westrock
SW
$20.2B
$22.2K ﹤0.01%
514
-345
WLKP icon
1979
Westlake Chemical Partners
WLKP
$683M
$22.1K ﹤0.01%
1,000
DAY icon
1980
Dayforce
DAY
$11.1B
$22K ﹤0.01%
398
+42
CFLT icon
1981
Confluent
CFLT
$10.6B
$22K ﹤0.01%
881
+237
ABR icon
1982
Arbor Realty Trust
ABR
$1.58B
$21.9K ﹤0.01%
2,050
KGC icon
1983
Kinross Gold
KGC
$33.8B
$21.9K ﹤0.01%
1,403
NICE icon
1984
Nice
NICE
$6.72B
$21.8K ﹤0.01%
129
-80
ALTL icon
1985
Pacer Lunt Large Cap Alternator ETF
ALTL
$101M
$21.8K ﹤0.01%
578
QFIN icon
1986
Qfin Holdings
QFIN
$2.47B
$21.7K ﹤0.01%
+500
NUKZ icon
1987
Range Nuclear Renaissance Index ETF
NUKZ
$745M
$21.5K ﹤0.01%
+381
NXST icon
1988
Nexstar Media Group
NXST
$6.2B
$21.5K ﹤0.01%
124
-107
BINI
1989
DELISTED
Bollinger Innovations
BINI
$21.3K ﹤0.01%
+1
ROAD icon
1990
Construction Partners
ROAD
$6.17B
$21.3K ﹤0.01%
200
-40
ADX icon
1991
Adams Diversified Equity Fund
ADX
$2.73B
$21.2K ﹤0.01%
976
+975
SPIP icon
1992
State Street SPDR Portfolio TIPS ETF
SPIP
$965M
$21.2K ﹤0.01%
812
+366
SOUN icon
1993
SoundHound AI
SOUN
$4.57B
$21.2K ﹤0.01%
1,972
+1,016
CNTY icon
1994
Century Casinos
CNTY
$38.3M
$21.1K ﹤0.01%
10,000
LEN.B icon
1995
Lennar Class B
LEN.B
$25B
$21.1K ﹤0.01%
200
-15
NCDL icon
1996
Nuveen Churchill Direct Lending
NCDL
$708M
$21K ﹤0.01%
+1,300
BBDC icon
1997
Barings BDC
BBDC
$944M
$21K ﹤0.01%
2,300
MPTI icon
1998
M-tron Industries
MPTI
$156M
$21K ﹤0.01%
500
ACLS icon
1999
Axcelis
ACLS
$2.51B
$21K ﹤0.01%
301
+37
CHY
2000
Calamos Convertible and High Income Fund
CHY
$898M
$21K ﹤0.01%
1,907