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
HPP
2451
Hudson Pacific Properties
HPP
$560M
$4.98K ﹤0.01%
1,817
XP icon
2452
XP
XP
$8.31B
$4.95K ﹤0.01%
245
+138
RDVT icon
2453
Red Violet
RDVT
$778M
$4.92K ﹤0.01%
100
KXI icon
2454
iShares Global Consumer Staples ETF
KXI
$885M
$4.9K ﹤0.01%
+75
AAAU icon
2455
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.5B
$4.9K ﹤0.01%
+150
DEM icon
2456
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.3B
$4.89K ﹤0.01%
108
PATH icon
2457
UiPath
PATH
$8.62B
$4.88K ﹤0.01%
381
+41
ARW icon
2458
Arrow Electronics
ARW
$5.83B
$4.84K ﹤0.01%
38
-19
BKCH icon
2459
Global X Blockchain ETF
BKCH
$320M
$4.79K ﹤0.01%
+91
ZIMV
2460
DELISTED
ZimVie
ZIMV
$4.77K ﹤0.01%
510
+66
SGHT icon
2461
Sight Sciences
SGHT
$447M
$4.74K ﹤0.01%
1,148
CVLT icon
2462
Commault Systems
CVLT
$5.52B
$4.71K ﹤0.01%
27
-1
NATL icon
2463
NCR Atleos
NATL
$2.88B
$4.71K ﹤0.01%
165
-10
KIE icon
2464
State Street SPDR S&P Insurance ETF
KIE
$673M
$4.66K ﹤0.01%
78
SNRE
2465
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
$4.64K ﹤0.01%
82
PLMR icon
2466
Palomar
PLMR
$3.58B
$4.63K ﹤0.01%
30
+12
PTEN icon
2467
Patterson-UTI
PTEN
$2.21B
$4.62K ﹤0.01%
779
+178
CLF icon
2468
Cleveland-Cliffs
CLF
$7.53B
$4.61K ﹤0.01%
607
-93
AMN icon
2469
AMN Healthcare
AMN
$616M
$4.59K ﹤0.01%
222
-42
IYZ icon
2470
iShares US Telecommunications ETF
IYZ
$639M
$4.56K ﹤0.01%
153
HNDL icon
2471
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$648M
$4.5K ﹤0.01%
208
+4
UNFI icon
2472
United Natural Foods
UNFI
$2.05B
$4.5K ﹤0.01%
193
IPO icon
2473
Renaissance IPO ETF
IPO
$145M
$4.49K ﹤0.01%
100
FOXF icon
2474
Fox Factory Holding Corp
FOXF
$724M
$4.49K ﹤0.01%
173
RUSHA icon
2475
Rush Enterprises Class A
RUSHA
$4.36B
$4.48K ﹤0.01%
87
-49
97 98
99
100 101