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
GDS icon
2401
GDS Holdings
GDS
$6.88B
$6.33K ﹤0.01%
207
IHS icon
2402
IHS Holding
IHS
$2.46B
$6.32K ﹤0.01%
1,137
FRPT icon
2403
Freshpet
FRPT
$3.06B
$6.32K ﹤0.01%
93
+37
ASA
2404
ASA Gold and Precious Metals
ASA
$1.11B
$6.31K ﹤0.01%
200
-157
PIO icon
2405
Invesco Global Water ETF
PIO
$271M
$6.3K ﹤0.01%
+141
UHAL icon
2406
U-Haul Holding Co
UHAL
$9.81B
$6.3K ﹤0.01%
104
-5
RCI icon
2407
Rogers Communications
RCI
$19.8B
$6.29K ﹤0.01%
212
-7,900
QRVO icon
2408
Qorvo
QRVO
$7.91B
$6.28K ﹤0.01%
74
-544
FNCL icon
2409
Fidelity MSCI Financials Index ETF
FNCL
$2.43B
$6.28K ﹤0.01%
85
IIPR icon
2410
Innovative Industrial Properties
IIPR
$1.49B
$6.27K ﹤0.01%
114
ISOU
2411
IsoEnergy Ltd
ISOU
$461M
$6.25K ﹤0.01%
+875
NSP icon
2412
Insperity
NSP
$1.46B
$6.19K ﹤0.01%
103
-180
AXGN icon
2413
Axogen
AXGN
$1.47B
$6.18K ﹤0.01%
570
TPG icon
2414
TPG
TPG
$9.9B
$6.17K ﹤0.01%
118
+8
AZTA icon
2415
Azenta
AZTA
$1.58B
$6.16K ﹤0.01%
200
-952
RVT icon
2416
Royce Value Trust
RVT
$1.94B
$6.13K ﹤0.01%
407
INGM
2417
Ingram Micro Holding
INGM
$5.27B
$6.11K ﹤0.01%
293
+49
HTH icon
2418
Hilltop Holdings
HTH
$2.13B
$6.07K ﹤0.01%
200
NAVI icon
2419
Navient
NAVI
$1.28B
$6.06K ﹤0.01%
+430
BRSP
2420
BrightSpire Capital
BRSP
$764M
$6.06K ﹤0.01%
1,200
-11,707
HURN icon
2421
Huron Consulting
HURN
$3.11B
$6.05K ﹤0.01%
44
+16
SQM icon
2422
Sociedad Química y Minera de Chile
SQM
$19.6B
$5.92K ﹤0.01%
168
+43
ITGR icon
2423
Integer Holdings
ITGR
$2.75B
$5.9K ﹤0.01%
48
-1
NBIX icon
2424
Neurocrine Biosciences
NBIX
$14.5B
$5.78K ﹤0.01%
46
-13
EU
2425
enCore Energy
EU
$502M
$5.72K ﹤0.01%
2,000