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
MDGL icon
2101
Madrigal Pharmaceuticals
MDGL
$12.5B
$23.4K ﹤0.01%
+51
FOX icon
2102
Fox Class B
FOX
$28.1B
$23.2K ﹤0.01%
405
+42
NOVT icon
2103
Novanta
NOVT
$4.41B
$23K ﹤0.01%
230
-332
GVA icon
2104
Granite Construction
GVA
$5.06B
$23K ﹤0.01%
210
LAZ icon
2105
Lazard
LAZ
$4.87B
$22.9K ﹤0.01%
434
+400
EDAP
2106
EDAP TMS
EDAP
$117M
$22.9K ﹤0.01%
10,000
TEF icon
2107
Telefonica
TEF
$22.9B
$22.9K ﹤0.01%
4,506
+2,414
LMAT icon
2108
LeMaitre Vascular
LMAT
$1.91B
$22.8K ﹤0.01%
260
+70
PDEC icon
2109
Innovator US Equity Power Buffer ETF December
PDEC
$948M
$22.6K ﹤0.01%
+539
PRGO icon
2110
Perrigo
PRGO
$1.78B
$22.6K ﹤0.01%
1,015
-4
GDS icon
2111
GDS Holdings
GDS
$6.78B
$22.5K ﹤0.01%
582
+375
BCX icon
2112
BlackRock Resources & Commodities Strategy Trust
BCX
$819M
$22.5K ﹤0.01%
2,210
+39
ECC
2113
Eagle Point Credit Co
ECC
$737M
$22.5K ﹤0.01%
3,400
-600
NAMSW icon
2114
NewAmsterdam Pharma Warrant
NAMSW
$127M
$22.4K ﹤0.01%
1,250
-1,750
RWX icon
2115
SPDR Dow Jones International Real Estate ETF
RWX
$291M
$22.4K ﹤0.01%
+805
PINE
2116
Alpine Income Property Trust
PINE
$238M
$22.2K ﹤0.01%
1,570
POWI icon
2117
Power Integrations
POWI
$2.02B
$22.2K ﹤0.01%
552
+4
BBU
2118
Brookfield Business Partners
BBU
$3.14B
$22.2K ﹤0.01%
680
DFIN icon
2119
Donnelley Financial Solutions
DFIN
$1.21B
$22.1K ﹤0.01%
430
+9
CIEN icon
2120
Ciena
CIEN
$29.8B
$22K ﹤0.01%
151
+9
CHEF icon
2121
Chefs' Warehouse
CHEF
$2.61B
$22K ﹤0.01%
+377
JBBB icon
2122
Janus Henderson B-BBB CLO ETF
JBBB
$1.23B
$22K ﹤0.01%
+456
GAUZ
2123
Gauzy
GAUZ
$25.1M
$22K ﹤0.01%
3,470
SDVY icon
2124
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$9.61B
$21.9K ﹤0.01%
576
CRCL
2125
Circle Internet Group
CRCL
$19.9B
$21.9K ﹤0.01%
165
+50
83 84
85
86 87