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
ACA icon
2301
Arcosa
ACA
$5.45B
$8.67K ﹤0.01%
100
ENS icon
2302
EnerSys
ENS
$5.42B
$8.66K ﹤0.01%
101
+17
GAB icon
2303
Gabelli Equity Trust
GAB
$1.93B
$8.64K ﹤0.01%
1,484
+37
SEIC icon
2304
SEI Investments
SEIC
$10.2B
$8.63K ﹤0.01%
96
-127
FOLD icon
2305
Amicus Therapeutics
FOLD
$4.38B
$8.62K ﹤0.01%
1,505
-519
MIR icon
2306
Mirion Technologies
MIR
$5.75B
$8.61K ﹤0.01%
400
GRND icon
2307
Grindr
GRND
$2.57B
$8.6K ﹤0.01%
379
TRNS icon
2308
Transcat
TRNS
$556M
$8.6K ﹤0.01%
100
APG icon
2309
APi Group
APG
$16.2B
$8.58K ﹤0.01%
252
+175
VAW icon
2310
Vanguard Materials ETF
VAW
$2.85B
$8.57K ﹤0.01%
44
TTEK icon
2311
Tetra Tech
TTEK
$8.99B
$8.56K ﹤0.01%
238
-4,461
GMS
2312
DELISTED
GMS Inc
GMS
$8.48K ﹤0.01%
78
-15
URTH icon
2313
iShares MSCI World ETF
URTH
$6.56B
$8.47K ﹤0.01%
50
PKST
2314
Peakstone Realty Trust
PKST
$526M
$8.47K ﹤0.01%
+641
CNXC icon
2315
Concentrix
CNXC
$2.59B
$8.46K ﹤0.01%
160
-84
PKX icon
2316
POSCO
PKX
$15.4B
$8.44K ﹤0.01%
174
+104
PLG
2317
Platinum Group Metals
PLG
$311M
$8.4K ﹤0.01%
+5,493
LCII icon
2318
LCI Industries
LCII
$2.99B
$8.39K ﹤0.01%
92
AOA icon
2319
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.73B
$8.37K ﹤0.01%
100
BBAX icon
2320
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.59B
$8.34K ﹤0.01%
+153
BLOK icon
2321
Amplify Blockchain Technology ETF
BLOK
$1.14B
$8.34K ﹤0.01%
146
+71
RXO icon
2322
RXO
RXO
$2.23B
$8.32K ﹤0.01%
529
-129
MJ icon
2323
Amplify Alternative Harvest ETF
MJ
$171M
$8.31K ﹤0.01%
463
-5
BDSX icon
2324
Biodesix
BDSX
$53.2M
$8.28K ﹤0.01%
1,467
NVAX icon
2325
Novavax
NVAX
$1.08B
$8.27K ﹤0.01%
1,313
-995