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
UEC icon
2276
Uranium Energy
UEC
$5.99B
$9.52K ﹤0.01%
1,400
WIT icon
2277
Wipro
WIT
$32.1B
$9.44K ﹤0.01%
+3,126
TLK icon
2278
Telkom Indonesia
TLK
$20.7B
$9.37K ﹤0.01%
553
+206
DRS icon
2279
Leonardo DRS
DRS
$8.95B
$9.3K ﹤0.01%
200
SRTA
2280
Strata Critical Medical Inc
SRTA
$443M
$9.29K ﹤0.01%
2,305
MASI icon
2281
Masimo
MASI
$7.2B
$9.25K ﹤0.01%
55
-182
SIMO icon
2282
Silicon Motion
SIMO
$3.02B
$9.25K ﹤0.01%
123
-12
BLD icon
2283
TopBuild
BLD
$12B
$9.17K ﹤0.01%
28
-2,263
DCOR icon
2284
Dimensional US Core Equity 1 ETF
DCOR
$2.36B
$9.16K ﹤0.01%
+137
HIBL icon
2285
Direxion Daily S&P 500 High Beta Bull 3X Shares
HIBL
$66.6M
$9.15K ﹤0.01%
213
-205
LGND icon
2286
Ligand Pharmaceuticals
LGND
$3.94B
$9.09K ﹤0.01%
80
-123
PRDO icon
2287
Perdoceo Education
PRDO
$1.89B
$9.09K ﹤0.01%
278
+73
TCHP icon
2288
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.69B
$9.07K ﹤0.01%
200
JBTM
2289
JBT Marel
JBTM
$8.02B
$9.06K ﹤0.01%
75
-71
CROX icon
2290
Crocs
CROX
$4.64B
$9.01K ﹤0.01%
89
GNL icon
2291
Global Net Lease
GNL
$1.83B
$8.98K ﹤0.01%
1,189
-1,311
NAD icon
2292
Nuveen Quality Municipal Income Fund
NAD
$2.81B
$8.97K ﹤0.01%
795
MSOS icon
2293
AdvisorShares Pure US Cannabis ETF
MSOS
$889M
$8.93K ﹤0.01%
3,707
+1,077
PRMB
2294
Primo Brands
PRMB
$5.89B
$8.89K ﹤0.01%
300
-852
WSBC icon
2295
WesBanco
WSBC
$3.34B
$8.86K ﹤0.01%
280
MNSO icon
2296
MINISO
MNSO
$5.95B
$8.78K ﹤0.01%
482
VOYA icon
2297
Voya Financial
VOYA
$7.16B
$8.73K ﹤0.01%
123
-82
PCTTW
2298
PureCycle Technologies Inc Warrant
PCTTW
$153M
$8.73K ﹤0.01%
2,000
COLL icon
2299
Collegium Pharmaceutical
COLL
$1.55B
$8.72K ﹤0.01%
295
+46
CRBN icon
2300
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$987M
$8.69K ﹤0.01%
41
90 91
92
93 94