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
BZ icon
2451
Kanzhun
BZ
$9.9B
$8.39K ﹤0.01%
359
CRON
2452
Cronos Group
CRON
$1.16B
$8.34K ﹤0.01%
3,000
+1,000
STEM icon
2453
Stem
STEM
$140M
$8.34K ﹤0.01%
476
MHD icon
2454
BlackRock MuniHoldings Fund
MHD
$611M
$8.22K ﹤0.01%
700
WIT icon
2455
Wipro
WIT
$29.9B
$8.22K ﹤0.01%
3,126
UTI icon
2456
Universal Technical Institute
UTI
$1.45B
$8.2K ﹤0.01%
+252
DPRO
2457
Draganfly
DPRO
$159M
$8.14K ﹤0.01%
1,000
RXO icon
2458
RXO
RXO
$2.35B
$8.14K ﹤0.01%
529
LUNG icon
2459
Pulmonx
LUNG
$106M
$8.1K ﹤0.01%
5,000
REMX icon
2460
VanEck Rare Earth/Strategic Metals ETF
REMX
$1.53B
$8.1K ﹤0.01%
123
-67
TDW icon
2461
Tidewater
TDW
$2.53B
$8.05K ﹤0.01%
151
ZIMV
2462
DELISTED
ZimVie
ZIMV
$8.05K ﹤0.01%
425
-85
IYR icon
2463
iShares US Real Estate ETF
IYR
$4.26B
$8.03K ﹤0.01%
83
+1
PCF
2464
High Income Securities Fund
PCF
$112M
$8.02K ﹤0.01%
1,263
INFA
2465
DELISTED
Informatica
INFA
$7.97K ﹤0.01%
321
PSN icon
2466
Parsons
PSN
$6.46B
$7.88K ﹤0.01%
95
+24
GOLF icon
2467
Acushnet Holdings
GOLF
$4.84B
$7.85K ﹤0.01%
100
FSTA icon
2468
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.33B
$7.85K ﹤0.01%
+157
VERX icon
2469
Vertex
VERX
$3.27B
$7.81K ﹤0.01%
315
-17
OIH icon
2470
VanEck Oil Services ETF
OIH
$1.32B
$7.8K ﹤0.01%
30
ACIW icon
2471
ACI Worldwide
ACIW
$4.99B
$7.65K ﹤0.01%
145
+110
SIL icon
2472
Global X Silver Miners ETF NEW
SIL
$4.62B
$7.59K ﹤0.01%
106
+15
VPC icon
2473
Virtus Private Credit Strategy ETF
VPC
$46.6M
$7.56K ﹤0.01%
+400
AVA icon
2474
Avista
AVA
$3.15B
$7.56K ﹤0.01%
200
IVR icon
2475
Invesco Mortgage Capital
IVR
$596M
$7.56K ﹤0.01%
1,000