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
GME icon
2351
GameStop
GME
$10.1B
$7.46K ﹤0.01%
306
-467
NHI icon
2352
National Health Investors
NHI
$3.71B
$7.43K ﹤0.01%
106
EQH icon
2353
Equitable Holdings
EQH
$13.8B
$7.41K ﹤0.01%
132
+61
TMV icon
2354
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
$169M
$7.39K ﹤0.01%
200
VCTR icon
2355
Victory Capital Holdings
VCTR
$4.09B
$7.39K ﹤0.01%
116
-31
BCC icon
2356
Boise Cascade
BCC
$2.77B
$7.38K ﹤0.01%
85
-58
GOGL
2357
DELISTED
Golden Ocean Group
GOGL
$7.32K ﹤0.01%
1,000
FLNC icon
2358
Fluence Energy
FLNC
$2.62B
$7.29K ﹤0.01%
1,087
+30
GOLF icon
2359
Acushnet Holdings
GOLF
$4.84B
$7.28K ﹤0.01%
100
PGNY icon
2360
Progyny
PGNY
$2.3B
$7.26K ﹤0.01%
330
LAR
2361
Lithium Argentina AG
LAR
$880M
$7.22K ﹤0.01%
3,470
-2,500
RDY icon
2362
Dr. Reddy's Laboratories
RDY
$11.8B
$7.21K ﹤0.01%
480
+155
UVE icon
2363
Universal Insurance Holdings
UVE
$951M
$7.18K ﹤0.01%
+259
PONY
2364
Pony AI Inc
PONY
$6.91B
$7.18K ﹤0.01%
+544
RYAAY icon
2365
Ryanair
RYAAY
$38.1B
$7.15K ﹤0.01%
124
+81
TME icon
2366
Tencent Music
TME
$27.4B
$7.11K ﹤0.01%
365
+165
MGA icon
2367
Magna International
MGA
$15.5B
$7.07K ﹤0.01%
183
-2,269
SVOL icon
2368
Simplify Volatility Premium ETF
SVOL
$659M
$7.03K ﹤0.01%
382
SFGV
2369
Sequoia Global Value ETF
SFGV
$1.05B
$7.02K ﹤0.01%
240
-160
HYLB icon
2370
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$4.01B
$6.98K ﹤0.01%
189
URGN icon
2371
UroGen Pharma
URGN
$1.07B
$6.97K ﹤0.01%
509
SPXU icon
2372
ProShares UltraPro Short S&P 500
SPXU
$490M
$6.97K ﹤0.01%
+104
TDW icon
2373
Tidewater
TDW
$2.5B
$6.97K ﹤0.01%
151
SFD
2374
Smithfield Foods
SFD
$8.96B
$6.96K ﹤0.01%
296
+221
ERIE icon
2375
Erie Indemnity
ERIE
$14.8B
$6.94K ﹤0.01%
20
+11
93 94
95
96 97