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
CLDX icon
2251
Celldex Therapeutics
CLDX
$1.7B
$10.2K ﹤0.01%
500
TROX icon
2252
Tronox
TROX
$691M
$10.2K ﹤0.01%
2,007
+2,000
KVYO icon
2253
Klaviyo
KVYO
$9.65B
$10.1K ﹤0.01%
300
-1,310
BITO icon
2254
ProShares Bitcoin Strategy ETF
BITO
$2.36B
$10K ﹤0.01%
467
+191
IBTI icon
2255
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.29B
$10K ﹤0.01%
+449
DGP icon
2256
DB Gold Double Long ETN due February 15, 2038
DGP
$270M
$10K ﹤0.01%
+100
VMO icon
2257
Invesco Municipal Opportunity Trust
VMO
$646M
$9.98K ﹤0.01%
1,088
RGEN icon
2258
Repligen
RGEN
$9.14B
$9.95K ﹤0.01%
80
-5
JHG icon
2259
Janus Henderson
JHG
$7.11B
$9.9K ﹤0.01%
255
-813
RFG icon
2260
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$294M
$9.9K ﹤0.01%
203
GIL icon
2261
Gildan
GIL
$11.7B
$9.85K ﹤0.01%
200
-6,455
PCT icon
2262
PureCycle Technologies
PCT
$1.6B
$9.84K ﹤0.01%
718
-6,222
CCC
2263
CCC Intelligent Solutions
CCC
$5.06B
$9.76K ﹤0.01%
1,037
-59
VREX icon
2264
Varex Imaging
VREX
$512M
$9.75K ﹤0.01%
1,125
RNR icon
2265
RenaissanceRe
RNR
$12.8B
$9.72K ﹤0.01%
40
+19
REXR icon
2266
Rexford Industrial Realty
REXR
$9.58B
$9.71K ﹤0.01%
273
-3
USDU icon
2267
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$243M
$9.69K ﹤0.01%
+376
MAGN
2268
Magnera Corp
MAGN
$532M
$9.69K ﹤0.01%
802
-871
HIPS icon
2269
GraniteShares HIPS US High Income ETF
HIPS
$110M
$9.68K ﹤0.01%
800
EVER icon
2270
EverQuote
EVER
$965M
$9.67K ﹤0.01%
400
FETH
2271
Fidelity Ethereum Fund
FETH
$1.26B
$9.66K ﹤0.01%
384
SAIC icon
2272
Saic
SAIC
$4.6B
$9.66K ﹤0.01%
86
-268
MKSI icon
2273
MKS Inc
MKSI
$10.7B
$9.64K ﹤0.01%
97
-10
AVNS icon
2274
Avanos Medical
AVNS
$542M
$9.61K ﹤0.01%
785
ASX icon
2275
ASE Group
ASX
$33.1B
$9.54K ﹤0.01%
924
-4,261