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
VIVK icon
2101
Vivakor
VIVK
$13.8M
$16K ﹤0.01%
20,000
WERN icon
2102
Werner Enterprises
WERN
$1.86B
$15.9K ﹤0.01%
582
IBRX icon
2103
ImmunityBio
IBRX
$2.06B
$15.8K ﹤0.01%
6,000
+2,500
ARWR icon
2104
Arrowhead Research
ARWR
$9.03B
$15.8K ﹤0.01%
1,000
LMAT icon
2105
LeMaitre Vascular
LMAT
$1.93B
$15.8K ﹤0.01%
190
IBTH icon
2106
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.85B
$15.7K ﹤0.01%
700
IBDU icon
2107
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.2B
$15.7K ﹤0.01%
+674
GIB icon
2108
CGI
GIB
$20B
$15.6K ﹤0.01%
149
-2,000
UMC icon
2109
United Microelectronic
UMC
$20.3B
$15.5K ﹤0.01%
2,024
+652
ELS icon
2110
Equity Lifestyle Properties
ELS
$12B
$15.5K ﹤0.01%
251
+223
CSMD icon
2111
Congress SMid Growth ETF
CSMD
$402M
$15.4K ﹤0.01%
+495
G icon
2112
Genpact
G
$8.23B
$15.4K ﹤0.01%
349
-779
YELP icon
2113
Yelp
YELP
$1.91B
$15.3K ﹤0.01%
446
-458
OKTA icon
2114
Okta
OKTA
$16B
$15.2K ﹤0.01%
152
-311
LCID icon
2115
Lucid Motors
LCID
$3.71B
$15.2K ﹤0.01%
719
+255
ARE icon
2116
Alexandria Real Estate Equities
ARE
$8.46B
$15.1K ﹤0.01%
208
-23
VSGX icon
2117
Vanguard ESG International Stock ETF
VSGX
$5.42B
$15.1K ﹤0.01%
230
M icon
2118
Macy's
M
$6.21B
$15K ﹤0.01%
1,289
-46
BHB icon
2119
Bar Harbor Bankshares
BHB
$558M
$15K ﹤0.01%
500
MMSI icon
2120
Merit Medical Systems
MMSI
$5.19B
$15K ﹤0.01%
160
-15
FHI icon
2121
Federated Hermes
FHI
$4.1B
$14.8K ﹤0.01%
335
ROBO icon
2122
ROBO Global Robotics & Automation Index ETF
ROBO
$1.27B
$14.8K ﹤0.01%
247
INMD icon
2123
InMode
INMD
$920M
$14.8K ﹤0.01%
1,022
RMR icon
2124
The RMR Group
RMR
$260M
$14.7K ﹤0.01%
900
STVN icon
2125
Stevanato
STVN
$5.6B
$14.7K ﹤0.01%
600
+20