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
SLVM icon
2301
Sylvamo
SLVM
$2.03B
$12.8K ﹤0.01%
290
+1
GABC icon
2302
German American Bancorp
GABC
$1.55B
$12.8K ﹤0.01%
326
-3
FEZ icon
2303
SPDR Euro Stoxx 50 ETF
FEZ
$4.83B
$12.8K ﹤0.01%
206
+161
RC
2304
Ready Capital
RC
$353M
$12.8K ﹤0.01%
3,300
+1,500
JSI icon
2305
Janus Henderson Securitized Income ETF
JSI
$1.35B
$12.8K ﹤0.01%
+244
OXSQ icon
2306
Oxford Square Capital
OXSQ
$146M
$12.7K ﹤0.01%
8,000
HAFN icon
2307
Hafnia
HAFN
$2.78B
$12.7K ﹤0.01%
+2,123
IMCR icon
2308
Immunocore
IMCR
$1.81B
$12.7K ﹤0.01%
350
-16
CTS icon
2309
CTS Corp
CTS
$1.26B
$12.7K ﹤0.01%
318
RGEN icon
2310
Repligen
RGEN
$8.83B
$12.7K ﹤0.01%
95
+15
AL icon
2311
Air Lease Corp
AL
$7.16B
$12.7K ﹤0.01%
199
+4
TECS icon
2312
Direxion Daily Technology Bear 3x Shares
TECS
$45.3M
$12.6K ﹤0.01%
653
+9
UTL icon
2313
Unitil
UTL
$902M
$12.6K ﹤0.01%
263
+44
HIBL icon
2314
Direxion Daily S&P 500 High Beta Bull 3X Shares
HIBL
$60.9M
$12.6K ﹤0.01%
213
CURE icon
2315
Direxion Daily Healthcare Bull 3X Shares
CURE
$180M
$12.5K ﹤0.01%
150
ITGR icon
2316
Integer Holdings
ITGR
$2.6B
$12.5K ﹤0.01%
121
+73
ALX
2317
Alexander's
ALX
$1.12B
$12.4K ﹤0.01%
+53
PHG icon
2318
Philips
PHG
$24.8B
$12.4K ﹤0.01%
455
+1
QS icon
2319
QuantumScape
QS
$6.46B
$12.3K ﹤0.01%
1,000
-775
QUBT icon
2320
Quantum Computing Inc
QUBT
$2.29B
$12.2K ﹤0.01%
665
-350
PONY
2321
Pony AI Inc
PONY
$6.14B
$12.2K ﹤0.01%
544
SAR icon
2322
Saratoga Investment
SAR
$374M
$12.2K ﹤0.01%
500
-200
UTZ icon
2323
Utz Brands
UTZ
$936M
$12.2K ﹤0.01%
1,000
EEMA icon
2324
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.5B
$12.1K ﹤0.01%
+132
DJT icon
2325
Trump Media & Technology Group
DJT
$2.93B
$12.1K ﹤0.01%
735
-300