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
NLR icon
2276
VanEck Uranium + Nuclear Energy ETF
NLR
$3.43B
$13.8K ﹤0.01%
102
AMAL icon
2277
Amalgamated Financial
AMAL
$984M
$13.8K ﹤0.01%
509
-244
AAP icon
2278
Advance Auto Parts
AAP
$2.57B
$13.8K ﹤0.01%
225
-158
WFRD icon
2279
Weatherford International
WFRD
$5.55B
$13.7K ﹤0.01%
200
+143
LMND icon
2280
Lemonade
LMND
$5.91B
$13.7K ﹤0.01%
256
-39
SLQD icon
2281
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
$13.7K ﹤0.01%
+269
ARKF icon
2282
ARK Blockchain & Fintech Innovation ETF
ARKF
$1.1B
$13.6K ﹤0.01%
240
+129
DHT icon
2283
DHT Holdings
DHT
$2.04B
$13.5K ﹤0.01%
1,133
+3
CLMB icon
2284
Climb Global Solutions
CLMB
$503M
$13.5K ﹤0.01%
100
BOND icon
2285
PIMCO Active Bond Exchange-Traded Fund
BOND
$6.68B
$13.4K ﹤0.01%
144
-48
FSP
2286
Franklin Street Properties
FSP
$103M
$13.4K ﹤0.01%
8,385
DGP icon
2287
DB Gold Double Long ETN due February 15, 2038
DGP
$272M
$13.3K ﹤0.01%
100
AMBA icon
2288
Ambarella
AMBA
$3.01B
$13.3K ﹤0.01%
161
-1,000
GIB icon
2289
CGI
GIB
$20.2B
$13.3K ﹤0.01%
149
NEO icon
2290
NeoGenomics
NEO
$1.5B
$13.2K ﹤0.01%
1,715
-100
RWK icon
2291
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.06B
$13.2K ﹤0.01%
+105
PPTA
2292
Perpetua Resources
PPTA
$3.14B
$13.2K ﹤0.01%
+650
DGII icon
2293
Digi International
DGII
$1.62B
$13.1K ﹤0.01%
360
+40
IAGG icon
2294
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
$13.1K ﹤0.01%
+256
AMC icon
2295
AMC Entertainment Holdings
AMC
$934M
$13K ﹤0.01%
4,473
-106
CLDX icon
2296
Celldex Therapeutics
CLDX
$1.71B
$12.9K ﹤0.01%
500
HQH
2297
abrdn Healthcare Investors
HQH
$1.04B
$12.9K ﹤0.01%
700
ESAB icon
2298
ESAB
ESAB
$6.85B
$12.8K ﹤0.01%
115
-4
ESGG icon
2299
FlexShares STOXX Global ESG Select Index Fund
ESGG
$101M
$12.8K ﹤0.01%
65
SAA icon
2300
ProShares Ulta SmallCap600
SAA
$23.6M
$12.8K ﹤0.01%
500