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
PLOW icon
2226
Douglas Dynamics
PLOW
$776M
$10.8K ﹤0.01%
365
STNE icon
2227
StoneCo
STNE
$3.75B
$10.7K ﹤0.01%
670
+331
SARK icon
2228
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$74.4M
$10.7K ﹤0.01%
300
-250
RAYS
2229
DELISTED
Global X Solar ETF
RAYS
$10.7K ﹤0.01%
+1,216
IBDT icon
2230
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.33B
$10.7K ﹤0.01%
421
+3
MLCO icon
2231
Melco Resorts & Entertainment
MLCO
$3.12B
$10.7K ﹤0.01%
1,480
CLMB icon
2232
Climb Global Solutions
CLMB
$497M
$10.7K ﹤0.01%
100
FEP icon
2233
First Trust Europe AlphaDEX Fund
FEP
$364M
$10.7K ﹤0.01%
+223
CWAN icon
2234
Clearwater Analytics
CWAN
$6.51B
$10.6K ﹤0.01%
485
GLNG icon
2235
Golar LNG
GLNG
$3.9B
$10.6K ﹤0.01%
258
+8
BTO
2236
John Hancock Financial Opportunities Fund
BTO
$714M
$10.6K ﹤0.01%
300
BBUC
2237
Brookfield Business Corp
BBUC
$2.53B
$10.6K ﹤0.01%
340
MLPX icon
2238
Global X MLP & Energy Infrastructure ETF
MLPX
$2.54B
$10.5K ﹤0.01%
168
NVDU icon
2239
Direxion Daily NVDA Bull 2X Shares
NVDU
$588M
$10.5K ﹤0.01%
106
TDUP icon
2240
ThredUp
TDUP
$936M
$10.5K ﹤0.01%
1,400
-400
XRAY icon
2241
Dentsply Sirona
XRAY
$2.24B
$10.4K ﹤0.01%
658
-164
MAN icon
2242
ManpowerGroup
MAN
$1.38B
$10.3K ﹤0.01%
256
-39
CWH icon
2243
Camping World
CWH
$628M
$10.3K ﹤0.01%
600
FTI icon
2244
TechnipFMC
FTI
$18.1B
$10.3K ﹤0.01%
299
+227
SCHJ icon
2245
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$649M
$10.3K ﹤0.01%
414
+3
ESGE icon
2246
iShares ESG Aware MSCI EM ETF
ESGE
$5.49B
$10.3K ﹤0.01%
262
EPS icon
2247
WisdomTree US LargeCap Fund
EPS
$1.37B
$10.2K ﹤0.01%
160
BC icon
2248
Brunswick
BC
$4.93B
$10.2K ﹤0.01%
185
+105
ZK icon
2249
Zeekr
ZK
$6.85B
$10.2K ﹤0.01%
+400
VRIG icon
2250
Invesco Variable Rate Investment Grade ETF
VRIG
$1.37B
$10.2K ﹤0.01%
407
-142
88 89
90
91 92