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
EUO icon
2326
ProShares UltraShort Euro
EUO
$35.6M
$8.24K ﹤0.01%
300
ARKB icon
2327
ARK 21Shares Bitcoin ETF
ARKB
$1.41B
$8.16K ﹤0.01%
228
HLMN icon
2328
Hillman Solutions
HLMN
$1.75B
$8.04K ﹤0.01%
1,126
FUTU icon
2329
Futu Holdings
FUTU
$22.9B
$8.03K ﹤0.01%
65
-10
QGEN icon
2330
Qiagen
QGEN
$9.88B
$8.03K ﹤0.01%
167
-411
PCF
2331
High Income Securities Fund
PCF
$113M
$8.02K ﹤0.01%
1,263
FMS icon
2332
Fresenius Medical Care
FMS
$13.6B
$7.93K ﹤0.01%
277
-897
URBN icon
2333
Urban Outfitters
URBN
$7.29B
$7.91K ﹤0.01%
109
-27
BYD icon
2334
Boyd Gaming
BYD
$6.75B
$7.9K ﹤0.01%
101
-542
RC
2335
Ready Capital
RC
$362M
$7.87K ﹤0.01%
1,800
-62,188
BILI icon
2336
Bilibili
BILI
$10.1B
$7.85K ﹤0.01%
366
+89
IVR icon
2337
Invesco Mortgage Capital
IVR
$626M
$7.84K ﹤0.01%
1,000
MHD icon
2338
BlackRock MuniHoldings Fund
MHD
$610M
$7.84K ﹤0.01%
700
BSTZ icon
2339
BlackRock Science and Technology Term Trust
BSTZ
$1.6B
$7.83K ﹤0.01%
377
-52
INFA
2340
DELISTED
Informatica
INFA
$7.82K ﹤0.01%
321
-5,387
FRDM icon
2341
Freedom 100 Emerging Markets ETF
FRDM
$1.76B
$7.8K ﹤0.01%
193
IYR icon
2342
iShares US Real Estate ETF
IYR
$4.24B
$7.79K ﹤0.01%
82
LEVI icon
2343
Levi Strauss
LEVI
$8.48B
$7.78K ﹤0.01%
+421
REMX icon
2344
VanEck Rare Earth/Strategic Metals ETF
REMX
$1.54B
$7.71K ﹤0.01%
190
FCFS icon
2345
FirstCash
FCFS
$7.11B
$7.7K ﹤0.01%
57
-1
ARKQ icon
2346
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.7B
$7.68K ﹤0.01%
86
NEU icon
2347
NewMarket
NEU
$6.85B
$7.6K ﹤0.01%
11
-3
AVA icon
2348
Avista
AVA
$3.07B
$7.59K ﹤0.01%
200
SHG icon
2349
Shinhan Financial Group
SHG
$25.7B
$7.59K ﹤0.01%
168
-180
BRX icon
2350
Brixmor Property Group
BRX
$7.89B
$7.55K ﹤0.01%
290
-321