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
NWL icon
2251
Newell Brands
NWL
$1.62B
$14.9K ﹤0.01%
2,846
-1,032
BRKR icon
2252
Bruker
BRKR
$6.76B
$14.9K ﹤0.01%
458
+420
ROM icon
2253
ProShares Ultra Technology
ROM
$803M
$14.8K ﹤0.01%
160
TAK icon
2254
Takeda Pharmaceutical
TAK
$45.9B
$14.8K ﹤0.01%
1,009
+307
CGNG
2255
Capital Group New Geography Equity ETF
CGNG
$1.16B
$14.7K ﹤0.01%
+477
FENC icon
2256
Fennec Pharmaceuticals
FENC
$258M
$14.6K ﹤0.01%
1,565
FTGS icon
2257
First Trust Growth Strength ETF
FTGS
$1.24B
$14.6K ﹤0.01%
407
PJAN icon
2258
Innovator US Equity Power Buffer ETF January
PJAN
$1.18B
$14.6K ﹤0.01%
319
GDYN icon
2259
Grid Dynamics Holdings
GDYN
$814M
$14.6K ﹤0.01%
1,890
+187
BME icon
2260
BlackRock Health Sciences Trust
BME
$524M
$14.5K ﹤0.01%
+391
SRCE icon
2261
1st Source
SRCE
$1.62B
$14.5K ﹤0.01%
235
+10
EXP icon
2262
Eagle Materials
EXP
$7.04B
$14.4K ﹤0.01%
62
-4
QFIN icon
2263
Qfin Holdings
QFIN
$2.48B
$14.4K ﹤0.01%
500
RUN icon
2264
Sunrun
RUN
$3.94B
$14.3K ﹤0.01%
828
+825
AVTR icon
2265
Avantor
AVTR
$7.6B
$14.3K ﹤0.01%
1,147
-1,996
ERTH icon
2266
Invesco MSCI Sustainable Future ETF
ERTH
$140M
$14.3K ﹤0.01%
+300
GRFS icon
2267
Grifois
GRFS
$6.07B
$14.3K ﹤0.01%
1,435
+1,429
RMR icon
2268
The RMR Group
RMR
$261M
$14.2K ﹤0.01%
900
LKFN icon
2269
Lakeland Financial Corp
LKFN
$1.54B
$14.1K ﹤0.01%
+220
BLD icon
2270
TopBuild
BLD
$11.7B
$14.1K ﹤0.01%
36
+8
NVDU icon
2271
Direxion Daily NVDA Bull 2X Shares
NVDU
$528M
$14K ﹤0.01%
107
+1
VREX icon
2272
Varex Imaging
VREX
$497M
$13.9K ﹤0.01%
1,125
MMYT icon
2273
MakeMyTrip
MMYT
$8.05B
$13.9K ﹤0.01%
149
-34
GCOW icon
2274
Pacer Global Cash Cows Dividend ETF
GCOW
$2.64B
$13.9K ﹤0.01%
351
UI icon
2275
Ubiquiti
UI
$32.8B
$13.9K ﹤0.01%
21
-92
89 90
91
92 93