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
BV icon
2426
BrightView Holdings
BV
$1.21B
$8.87K ﹤0.01%
662
URBN icon
2427
Urban Outfitters
URBN
$7.33B
$8.79K ﹤0.01%
123
+14
CWAN icon
2428
Clearwater Analytics
CWAN
$6.37B
$8.74K ﹤0.01%
485
COLL icon
2429
Collegium Pharmaceutical
COLL
$1.57B
$8.71K ﹤0.01%
249
-46
ARKB icon
2430
ARK 21Shares Bitcoin ETF
ARKB
$1.38B
$8.67K ﹤0.01%
228
FENY icon
2431
Fidelity MSCI Energy Index ETF
FENY
$1.28B
$8.66K ﹤0.01%
351
+262
EPOL icon
2432
iShares MSCI Poland ETF
EPOL
$438M
$8.63K ﹤0.01%
+268
HL icon
2433
Hecla Mining
HL
$13.1B
$8.63K ﹤0.01%
+713
BSTZ icon
2434
BlackRock Science and Technology Term Trust
BSTZ
$1.56B
$8.61K ﹤0.01%
389
+12
IBRX icon
2435
ImmunityBio
IBRX
$2.07B
$8.61K ﹤0.01%
3,500
-2,500
SARK icon
2436
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$75.1M
$8.61K ﹤0.01%
300
HLIO icon
2437
Helios Technologies
HLIO
$1.82B
$8.6K ﹤0.01%
165
-5
PDYN icon
2438
Palladyne AI
PDYN
$194M
$8.59K ﹤0.01%
1,000
-1,000
LCII icon
2439
LCI Industries
LCII
$2.94B
$8.57K ﹤0.01%
92
PKX icon
2440
POSCO
PKX
$15.8B
$8.56K ﹤0.01%
174
CPA icon
2441
Copa Holdings
CPA
$4.93B
$8.55K ﹤0.01%
72
+42
FRDM icon
2442
Freedom 100 Emerging Markets ETF
FRDM
$1.75B
$8.55K ﹤0.01%
193
APLS icon
2443
Apellis Pharmaceuticals
APLS
$3.15B
$8.53K ﹤0.01%
377
-3,127
PRCT icon
2444
Procept Biorobotics
PRCT
$1.88B
$8.53K ﹤0.01%
239
APLD icon
2445
Applied Digital
APLD
$6.91B
$8.46K ﹤0.01%
369
-8,605
SHG icon
2446
Shinhan Financial Group
SHG
$25.4B
$8.46K ﹤0.01%
168
NHI icon
2447
National Health Investors
NHI
$3.73B
$8.43K ﹤0.01%
106
PRLB icon
2448
Protolabs
PRLB
$1.25B
$8.4K ﹤0.01%
168
EUO icon
2449
ProShares UltraShort Euro
EUO
$35.6M
$8.4K ﹤0.01%
300
VIVK icon
2450
Vivakor
VIVK
$12.6M
$8.4K ﹤0.01%
20,000
96 97
98
99 100