CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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 +$229M
2 +$182M
3 +$180M
4
META icon
Meta Platforms (Facebook)
META
+$133M
5
MDLZ icon
Mondelez International
MDLZ
+$119M

Top Sells

1 +$314M
2 +$233M
3 +$194M
4
CRM icon
Salesforce
CRM
+$194M
5
BRO icon
Brown & Brown
BRO
+$132M

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
SAIC icon
2476
Saic
SAIC
$4.08B
$7.53K ﹤0.01%
76
-10
VDC icon
2477
Vanguard Consumer Staples ETF
VDC
$7.93B
$7.48K ﹤0.01%
35
-22
VICR icon
2478
Vicor
VICR
$7.98B
$7.46K ﹤0.01%
150
CROX icon
2479
Crocs
CROX
$4.04B
$7.44K ﹤0.01%
89
XFOR icon
2480
X4 Pharmaceuticals
XFOR
$407M
$7.41K ﹤0.01%
2,166
CLF icon
2481
Cleveland-Cliffs
CLF
$5.29B
$7.39K ﹤0.01%
606
-1
TRNS icon
2482
Transcat
TRNS
$673M
$7.39K ﹤0.01%
101
+1
CNXC icon
2483
Concentrix
CNXC
$1.98B
$7.38K ﹤0.01%
160
TXRH icon
2484
Texas Roadhouse
TXRH
$11.3B
$7.31K ﹤0.01%
44
-53
RCI icon
2485
Rogers Communications
RCI
$21.5B
$7.31K ﹤0.01%
212
UNFI icon
2486
United Natural Foods
UNFI
$2.3B
$7.26K ﹤0.01%
193
WF icon
2487
Woori Financial
WF
$16.4B
$7.24K ﹤0.01%
129
PPC icon
2488
Pilgrim's Pride
PPC
$9.18B
$7.21K ﹤0.01%
177
-1,012
VAW icon
2489
Vanguard Materials ETF
VAW
$2.99B
$7.17K ﹤0.01%
35
-9
AMG icon
2490
Affiliated Managers Group
AMG
$7.49B
$7.15K ﹤0.01%
30
-39
USIO icon
2491
Usio Inc
USIO
$34.4M
$7.12K ﹤0.01%
+5,013
TGTX icon
2492
TG Therapeutics
TGTX
$4.67B
$7.12K ﹤0.01%
197
-693
PGNY icon
2493
Progyny
PGNY
$1.47B
$7.1K ﹤0.01%
330
RIOT icon
2494
Riot Platforms
RIOT
$5.61B
$7.1K ﹤0.01%
373
TMV icon
2495
Direxion Daily 20+ Year Treasury Bear 3X ETF
TMV
$183M
$7.01K ﹤0.01%
200
TULP
2496
Bloomia Holdings
TULP
$7.53M
$7.01K ﹤0.01%
1,285
NTSE icon
2497
WisdomTree Emerging Markets Efficient Core Fund
NTSE
$47.7M
$6.99K ﹤0.01%
193
NVST icon
2498
Envista
NVST
$4.36B
$6.91K ﹤0.01%
339
SVOL icon
2499
Simplify Volatility Premium ETF
SVOL
$586M
$6.88K ﹤0.01%
382
CART icon
2500
Maplebear
CART
$9.14B
$6.73K ﹤0.01%
183
+104