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
THQ
2201
abrdn Healthcare Opportunities Fund
THQ
$777M
$17.3K ﹤0.01%
1,000
-1
EXI icon
2202
iShares Global Industrials ETF
EXI
$916M
$17.3K ﹤0.01%
100
IPAY icon
2203
Amplify Mobile Payments ETF
IPAY
$224M
$17.1K ﹤0.01%
300
-102
FLBL icon
2204
Franklin Senior Loan ETF
FLBL
$960M
$17K ﹤0.01%
707
+14
MLGO
2205
MicroAlgo
MLGO
$72.5M
$17K ﹤0.01%
1,856
-1
LAC
2206
Lithium Americas
LAC
$1.42B
$17K ﹤0.01%
2,970
-2,082
STNE icon
2207
StoneCo
STNE
$3.8B
$16.9K ﹤0.01%
893
+223
CMPO icon
2208
CompoSecure Inc
CMPO
$2.45B
$16.8K ﹤0.01%
807
-146
TSQ icon
2209
Townsquare Media
TSQ
$89.7M
$16.8K ﹤0.01%
2,500
EMLP icon
2210
First Trust North American Energy Infrastructure Fund
EMLP
$3.34B
$16.6K ﹤0.01%
+435
METC icon
2211
Ramaco Resources Class A
METC
$940M
$16.6K ﹤0.01%
+500
TGLS icon
2212
Tecnoglass
TGLS
$2.38B
$16.6K ﹤0.01%
248
+34
MFA
2213
MFA Financial
MFA
$990M
$16.5K ﹤0.01%
+1,800
ARKX icon
2214
ARK Space & Defense Innovation ETF
ARKX
$443M
$16.5K ﹤0.01%
577
+80
ECAT icon
2215
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.55B
$16.4K ﹤0.01%
1,000
XHR
2216
Xenia Hotels & Resorts
XHR
$1.43B
$16.4K ﹤0.01%
1,194
-2,042
AIV
2217
Aimco
AIV
$827M
$16.3K ﹤0.01%
2,058
+662
IYM icon
2218
iShares US Basic Materials ETF
IYM
$587M
$16.3K ﹤0.01%
110
+27
NATL icon
2219
NCR Atleos
NATL
$2.85B
$16.3K ﹤0.01%
414
+249
HMOP icon
2220
Hartford Municipal Opportunities ETF
HMOP
$636M
$16.2K ﹤0.01%
+416
ABEV icon
2221
Ambev
ABEV
$39B
$16.2K ﹤0.01%
7,250
GFS icon
2222
GlobalFoundries
GFS
$20.1B
$16.1K ﹤0.01%
450
-200
ALM
2223
Almonty Industries
ALM
$2.07B
$16.1K ﹤0.01%
+2,666
CFLT icon
2224
Confluent
CFLT
$10.6B
$16.1K ﹤0.01%
811
-70
RVT icon
2225
Royce Value Trust
RVT
$1.9B
$16K ﹤0.01%
994
+587
87 88
89
90 91