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
EMLC icon
2151
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.16B
$13.8K ﹤0.01%
543
+243
FSP
2152
Franklin Street Properties
FSP
$94.4M
$13.8K ﹤0.01%
8,385
DRVN icon
2153
Driven Brands
DRVN
$2.45B
$13.7K ﹤0.01%
783
+330
GFI icon
2154
Gold Fields
GFI
$40.4B
$13.7K ﹤0.01%
580
+351
WDS icon
2155
Woodside Energy
WDS
$28.3B
$13.7K ﹤0.01%
886
-589
AMG icon
2156
Affiliated Managers Group
AMG
$7.85B
$13.6K ﹤0.01%
69
-3
CTS icon
2157
CTS Corp
CTS
$1.27B
$13.6K ﹤0.01%
318
LAC
2158
Lithium Americas
LAC
$1.44B
$13.5K ﹤0.01%
5,052
-2,500
SOND
2159
DELISTED
Sonder
SOND
$13.5K ﹤0.01%
5,000
PNTG icon
2160
Pennant Group
PNTG
$1.01B
$13.5K ﹤0.01%
452
CMPO icon
2161
CompoSecure Inc
CMPO
$2.48B
$13.4K ﹤0.01%
953
IBLC icon
2162
iShares Blockchain and Tech ETF
IBLC
$81M
$13.4K ﹤0.01%
340
EXP icon
2163
Eagle Materials
EXP
$6.98B
$13.3K ﹤0.01%
66
-43
GCOW icon
2164
Pacer Global Cash Cows Dividend ETF
GCOW
$2.65B
$13.3K ﹤0.01%
351
AGYS icon
2165
Agilysys
AGYS
$3.41B
$13.3K ﹤0.01%
116
NEO icon
2166
NeoGenomics
NEO
$1.53B
$13.3K ﹤0.01%
1,815
-1,505
PNFP icon
2167
Pinnacle Financial Partners
PNFP
$7.81B
$13.2K ﹤0.01%
120
-24
PAY icon
2168
Paymentus
PAY
$3.78B
$13.2K ﹤0.01%
+403
GSST icon
2169
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.21B
$13.2K ﹤0.01%
+261
QTWO icon
2170
Q2 Holdings
QTWO
$4.64B
$13.2K ﹤0.01%
141
-13
FENC icon
2171
Fennec Pharmaceuticals
FENC
$262M
$13K ﹤0.01%
1,565
LUNG icon
2172
Pulmonx
LUNG
$107M
$12.9K ﹤0.01%
5,000
LMND icon
2173
Lemonade
LMND
$6.17B
$12.9K ﹤0.01%
295
+81
UWMC icon
2174
UWM Holdings
UWMC
$1.24B
$12.8K ﹤0.01%
3,101
COMT icon
2175
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$536M
$12.8K ﹤0.01%
+495