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
PCT icon
2401
PureCycle Technologies
PCT
$1.34B
$9.44K ﹤0.01%
718
HIPS icon
2402
GraniteShares HIPS US High Income ETF
HIPS
$110M
$9.43K ﹤0.01%
800
TEX icon
2403
Terex
TEX
$3.43B
$9.39K ﹤0.01%
183
+35
ACA icon
2404
Arcosa
ACA
$5.31B
$9.37K ﹤0.01%
100
VYGR icon
2405
Voyager Therapeutics
VYGR
$237M
$9.34K ﹤0.01%
+2,000
CRBN icon
2406
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$970M
$9.3K ﹤0.01%
41
NAD icon
2407
Nuveen Quality Municipal Income Fund
NAD
$2.81B
$9.29K ﹤0.01%
795
GAB icon
2408
Gabelli Equity Trust
GAB
$1.86B
$9.26K ﹤0.01%
1,520
+36
UVE icon
2409
Universal Insurance Holdings
UVE
$926M
$9.21K ﹤0.01%
350
+91
GIC icon
2410
Global Industrial
GIC
$1.16B
$9.17K ﹤0.01%
250
ASA
2411
ASA Gold and Precious Metals
ASA
$1.09B
$9.16K ﹤0.01%
200
EVER icon
2412
EverQuote
EVER
$965M
$9.15K ﹤0.01%
400
YORW icon
2413
York Water
YORW
$489M
$9.13K ﹤0.01%
300
+235
GME icon
2414
GameStop
GME
$10.3B
$9.11K ﹤0.01%
334
+28
PBR icon
2415
Petrobras
PBR
$75.9B
$9.09K ﹤0.01%
718
+210
DRS icon
2416
Leonardo DRS
DRS
$8.66B
$9.08K ﹤0.01%
200
URTH icon
2417
iShares MSCI World ETF
URTH
$6.45B
$9.08K ﹤0.01%
50
PRDO icon
2418
Perdoceo Education
PRDO
$1.86B
$9.08K ﹤0.01%
241
-37
AVNS icon
2419
Avanos Medical
AVNS
$542M
$9.07K ﹤0.01%
785
DSU icon
2420
BlackRock Debt Strategies Fund
DSU
$634M
$8.98K ﹤0.01%
846
-7,753
MAGN
2421
Magnera Corp
MAGN
$524M
$8.93K ﹤0.01%
762
-40
CMBT
2422
CMB.TECH NV
CMBT
$2.81B
$8.92K ﹤0.01%
+950
VNM icon
2423
VanEck Vietnam ETF
VNM
$553M
$8.92K ﹤0.01%
500
-300
AOA icon
2424
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.69B
$8.91K ﹤0.01%
101
+1
IMFL icon
2425
Invesco International Developed Dynamic Multifactor ETF
IMFL
$663M
$8.9K ﹤0.01%
+322
95 96
97
98 99