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
HLIO icon
2426
Helios Technologies
HLIO
$1.81B
$5.67K ﹤0.01%
170
FRA icon
2427
BlackRock Floating Rate Income Strategies Fund
FRA
$418M
$5.65K ﹤0.01%
430
ARKF icon
2428
ARK Blockchain & Fintech Innovation ETF
ARKF
$1.14B
$5.58K ﹤0.01%
111
-25
BBBY
2429
Bed Bath & Beyond
BBBY
$414M
$5.57K ﹤0.01%
890
AWI icon
2430
Armstrong World Industries
AWI
$8.03B
$5.52K ﹤0.01%
34
-200
FLGV icon
2431
Franklin US Treasury Bond ETF
FLGV
$1.08B
$5.51K ﹤0.01%
+268
ARKW icon
2432
ARK Web x.0 ETF
ARKW
$2.23B
$5.5K ﹤0.01%
37
-21
MX icon
2433
Magnachip Semiconductor
MX
$97.9M
$5.5K ﹤0.01%
1,381
-101
CLDT
2434
Chatham Lodging
CLDT
$339M
$5.48K ﹤0.01%
+786
NLOP
2435
Net Lease Office Properties
NLOP
$390M
$5.45K ﹤0.01%
167
+2
REZ icon
2436
iShares Residential and Multisector Real Estate ETF
REZ
$774M
$5.43K ﹤0.01%
66
NHC icon
2437
National Healthcare
NHC
$2.2B
$5.35K ﹤0.01%
+50
DRIV icon
2438
Global X Autonomous & Electric Vehicles ETF
DRIV
$337M
$5.34K ﹤0.01%
229
ADUS icon
2439
Addus HomeCare
ADUS
$2.09B
$5.3K ﹤0.01%
46
+13
AEF
2440
abrdn Emerging Markets Equity Income Fund
AEF
$279M
$5.29K ﹤0.01%
+890
GLP icon
2441
Global Partners
GLP
$1.46B
$5.27K ﹤0.01%
100
FTSL icon
2442
First Trust Senior Loan Fund ETF
FTSL
$2.34B
$5.19K ﹤0.01%
+113
ABSI icon
2443
Absci
ABSI
$508M
$5.15K ﹤0.01%
2,005
+1
FLR icon
2444
Fluor
FLR
$6.59B
$5.13K ﹤0.01%
100
-436
TSEM icon
2445
Tower Semiconductor
TSEM
$13.4B
$5.12K ﹤0.01%
118
-55
CUK icon
2446
Carnival PLC
CUK
$40.7B
$5.1K ﹤0.01%
200
PSN icon
2447
Parsons
PSN
$6.54B
$5.1K ﹤0.01%
71
-163
ONC
2448
BeOne Medicines Ltd
ONC
$35B
$5.08K ﹤0.01%
+21
HCSG icon
2449
Healthcare Services Group
HCSG
$1.38B
$5.04K ﹤0.01%
335
PALL icon
2450
abrdn Physical Palladium Shares ETF
PALL
$1.06B
$5.03K ﹤0.01%
50
-35
96 97
98
99 100