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
GLNG icon
2376
Golar LNG
GLNG
$3.79B
$10.2K ﹤0.01%
252
-6
AXGN icon
2377
Axogen
AXGN
$1.45B
$10.2K ﹤0.01%
570
ERIC icon
2378
Ericsson
ERIC
$31.8B
$10.2K ﹤0.01%
1,228
-404
URGN icon
2379
UroGen Pharma
URGN
$1.06B
$10.2K ﹤0.01%
509
ICSH icon
2380
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.73B
$10.2K ﹤0.01%
200
-1,123
TILE icon
2381
Interface
TILE
$1.66B
$10.1K ﹤0.01%
350
+248
ASBP
2382
Aspire Biopharma
ASBP
$13.3M
$10.1K ﹤0.01%
49,129
+42,021
CALX icon
2383
Calix
CALX
$3.52B
$10.1K ﹤0.01%
+164
ARKQ icon
2384
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.59B
$10.1K ﹤0.01%
90
+4
ONC
2385
BeOne Medicines Ltd
ONC
$33.9B
$10K ﹤0.01%
29
+8
NEU icon
2386
NewMarket
NEU
$6.78B
$9.94K ﹤0.01%
12
+1
APG icon
2387
APi Group
APG
$15.9B
$9.93K ﹤0.01%
289
+37
ANF icon
2388
Abercrombie & Fitch
ANF
$5.37B
$9.92K ﹤0.01%
116
-29
USDU icon
2389
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$243M
$9.92K ﹤0.01%
376
LAR
2390
Lithium Argentina AG
LAR
$763M
$9.92K ﹤0.01%
2,970
-500
LEVI icon
2391
Levi Strauss
LEVI
$8.51B
$9.81K ﹤0.01%
421
TCHP icon
2392
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.65B
$9.78K ﹤0.01%
200
KXI icon
2393
iShares Global Consumer Staples ETF
KXI
$892M
$9.72K ﹤0.01%
151
+76
OMF icon
2394
OneMain Financial
OMF
$8B
$9.71K ﹤0.01%
172
-315
MAN icon
2395
ManpowerGroup
MAN
$1.37B
$9.7K ﹤0.01%
256
AEBI
2396
Aebi Schmidt Holding AG
AEBI
$1.03B
$9.69K ﹤0.01%
+777
MTBA icon
2397
Simplify MBS ETF
MTBA
$1.66B
$9.67K ﹤0.01%
+192
ENS icon
2398
EnerSys
ENS
$5.17B
$9.49K ﹤0.01%
84
-17
CCC
2399
CCC Intelligent Solutions
CCC
$5.02B
$9.45K ﹤0.01%
1,037
WDS icon
2400
Woodside Energy
WDS
$29.4B
$9.45K ﹤0.01%
628
-258
94 95
96
97 98