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
RLI icon
2051
RLI Corp
RLI
$6.07B
$18.1K ﹤0.01%
250
-124
BTG icon
2052
B2Gold
BTG
$6B
$18.1K ﹤0.01%
5,000
PJT icon
2053
PJT Partners
PJT
$4.09B
$18K ﹤0.01%
109
-14
ALCO icon
2054
Alico
ALCO
$290M
$18K ﹤0.01%
550
MMYT icon
2055
MakeMyTrip
MMYT
$7.97B
$17.9K ﹤0.01%
183
-61
OXSQ icon
2056
Oxford Square Capital
OXSQ
$145M
$17.8K ﹤0.01%
8,000
+5,500
AAP icon
2057
Advance Auto Parts
AAP
$2.48B
$17.8K ﹤0.01%
383
-75
BKLC icon
2058
BNY Mellon US Large Cap Core Equity ETF
BKLC
$4.9B
$17.8K ﹤0.01%
150
SYNA icon
2059
Synaptics
SYNA
$2.87B
$17.8K ﹤0.01%
+274
RBC icon
2060
RBC Bearings
RBC
$14.2B
$17.7K ﹤0.01%
46
-14
BMRN icon
2061
BioMarin Pharmaceuticals
BMRN
$9.98B
$17.7K ﹤0.01%
322
+82
BOND icon
2062
PIMCO Active Bond Exchange-Traded Fund
BOND
$6.68B
$17.7K ﹤0.01%
192
-5
SMDV icon
2063
ProShares Russell 2000 Dividend Growers ETF
SMDV
$636M
$17.7K ﹤0.01%
272
BBU
2064
Brookfield Business Partners
BBU
$3.08B
$17.6K ﹤0.01%
680
TDOC icon
2065
Teladoc Health
TDOC
$1.27B
$17.5K ﹤0.01%
2,013
-50
AGM icon
2066
Federal Agricultural Mortgage
AGM
$1.94B
$17.5K ﹤0.01%
90
+1
ABEV icon
2067
Ambev
ABEV
$38.7B
$17.5K ﹤0.01%
7,250
DIV icon
2068
Global X SuperDividend US ETF
DIV
$641M
$17.4K ﹤0.01%
992
+281
MSA icon
2069
Mine Safety
MSA
$6.29B
$17.4K ﹤0.01%
104
-137
SAR icon
2070
Saratoga Investment
SAR
$375M
$17.4K ﹤0.01%
700
+500
SCHR icon
2071
Schwab Intermediately-Term US Treasury ETF
SCHR
$12B
$17.3K ﹤0.01%
693
-4,424
FTS icon
2072
Fortis
FTS
$26B
$17.3K ﹤0.01%
363
-50
PDYN icon
2073
Palladyne AI
PDYN
$191M
$17.3K ﹤0.01%
2,000
+1,000
MIDD icon
2074
Middleby
MIDD
$7.47B
$17.3K ﹤0.01%
120
-106
TECS icon
2075
Direxion Daily Technology Bear 3x Shares
TECS
$40.5M
$17.2K ﹤0.01%
644