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
ABAT icon
2076
American Battery Technology Co
ABAT
$490M
$17.1K ﹤0.01%
10,526
FLBL icon
2077
Franklin Senior Loan ETF
FLBL
$953M
$16.8K ﹤0.01%
693
+560
SPTS icon
2078
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.83B
$16.8K ﹤0.01%
573
VIPS icon
2079
Vipshop
VIPS
$9.52B
$16.8K ﹤0.01%
1,115
+54
DFIS icon
2080
Dimensional International Small Cap ETF
DFIS
$4.7B
$16.8K ﹤0.01%
562
-283
OVV icon
2081
Ovintiv
OVV
$9.4B
$16.7K ﹤0.01%
440
-425
NOK icon
2082
Nokia
NOK
$35.4B
$16.7K ﹤0.01%
3,225
-70
CATY icon
2083
Cathay General Bancorp
CATY
$3.47B
$16.7K ﹤0.01%
366
NXE icon
2084
NexGen Energy
NXE
$5.56B
$16.7K ﹤0.01%
2,400
GEF icon
2085
Greif
GEF
$4.08B
$16.6K ﹤0.01%
255
TGLS icon
2086
Tecnoglass
TGLS
$2.41B
$16.6K ﹤0.01%
214
AMPH icon
2087
Amphastar Pharmaceuticals
AMPH
$1.22B
$16.6K ﹤0.01%
721
-76
EXI icon
2088
iShares Global Industrials ETF
EXI
$930M
$16.5K ﹤0.01%
100
IDEV icon
2089
iShares Core MSCI International Developed Markets ETF
IDEV
$23.7B
$16.5K ﹤0.01%
217
+215
SBGI icon
2090
Sinclair Inc
SBGI
$1.12B
$16.5K ﹤0.01%
1,194
EDAP
2091
EDAP TMS
EDAP
$104M
$16.5K ﹤0.01%
10,000
KB icon
2092
KB Financial Group
KB
$30.6B
$16.4K ﹤0.01%
199
+102
CHT icon
2093
Chunghwa Telecom
CHT
$31.6B
$16.4K ﹤0.01%
352
+18
NIO icon
2094
NIO
NIO
$12.4B
$16.3K ﹤0.01%
4,752
+4,500
RH icon
2095
RH
RH
$3.24B
$16.3K ﹤0.01%
86
MCI
2096
Barings Corporate Investors
MCI
$397M
$16.2K ﹤0.01%
750
GMAB icon
2097
Genmab
GMAB
$19.4B
$16.2K ﹤0.01%
783
-878
NOV icon
2098
NOV
NOV
$5.67B
$16.2K ﹤0.01%
1,300
-21
ECAT icon
2099
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.56B
$16.1K ﹤0.01%
1,000
EDIT icon
2100
Editas Medicine
EDIT
$229M
$16.1K ﹤0.01%
7,300