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
USAC icon
2326
USA Compression Partners
USAC
$2.9B
$12K ﹤0.01%
+500
DAR icon
2327
Darling Ingredients
DAR
$5.47B
$11.9K ﹤0.01%
387
-18,262
UTG icon
2328
Reaves Utility Income Fund
UTG
$3.22B
$11.9K ﹤0.01%
302
+2
BZH icon
2329
Beazer Homes USA
BZH
$637M
$11.9K ﹤0.01%
+485
FOLD icon
2330
Amicus Therapeutics
FOLD
$3.39B
$11.9K ﹤0.01%
1,505
TEO icon
2331
Telecom Argentina
TEO
$4.85B
$11.7K ﹤0.01%
1,614
MIDD icon
2332
Middleby
MIDD
$7.27B
$11.7K ﹤0.01%
88
-32
AGYS icon
2333
Agilysys
AGYS
$3.39B
$11.7K ﹤0.01%
111
-5
SMIN icon
2334
iShares MSCI India Small-Cap ETF
SMIN
$748M
$11.6K ﹤0.01%
162
-150
SBRA icon
2335
Sabra Healthcare REIT
SBRA
$4.7B
$11.6K ﹤0.01%
623
+596
NOAH
2336
Noah Holdings
NOAH
$638M
$11.6K ﹤0.01%
+1,000
HOMB icon
2337
Home BancShares
HOMB
$5.67B
$11.6K ﹤0.01%
409
-78
PNFP icon
2338
Pinnacle Financial Partners
PNFP
$7.77B
$11.5K ﹤0.01%
123
+3
RWL icon
2339
Invesco S&P 500 Revenue ETF
RWL
$7.15B
$11.5K ﹤0.01%
104
ALE icon
2340
Allete
ALE
$11.4K ﹤0.01%
172
FEP icon
2341
First Trust Europe AlphaDEX Fund
FEP
$359M
$11.4K ﹤0.01%
223
BBUC
2342
Brookfield Business Corp
BBUC
$2.46B
$11.4K ﹤0.01%
340
NVAX icon
2343
Novavax
NVAX
$1.06B
$11.4K ﹤0.01%
1,313
ESGE icon
2344
iShares ESG Aware MSCI EM ETF
ESGE
$5.37B
$11.4K ﹤0.01%
262
TDOC icon
2345
Teladoc Health
TDOC
$1.29B
$11.4K ﹤0.01%
1,472
-541
TECK icon
2346
Teck Resources
TECK
$21.6B
$11.4K ﹤0.01%
+259
IHS icon
2347
IHS Holding
IHS
$2.39B
$11.3K ﹤0.01%
1,664
+527
NSIT icon
2348
Insight Enterprises
NSIT
$2.49B
$11.3K ﹤0.01%
100
SFL icon
2349
SFL Corp
SFL
$1.1B
$11.3K ﹤0.01%
1,500
TCX icon
2350
Tucows
TCX
$246M
$11.1K ﹤0.01%
600