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
RDVT icon
2551
Red Violet
RDVT
$608M
$5.22K ﹤0.01%
100
HLMN icon
2552
Hillman Solutions
HLMN
$1.63B
$5.19K ﹤0.01%
565
-561
WD icon
2553
Walker & Dunlop
WD
$1.61B
$5.16K ﹤0.01%
62
SITM icon
2554
SiTime
SITM
$9.23B
$5.12K ﹤0.01%
17
HOVR icon
2555
New Horizon Aircraft
HOVR
$85M
$5.08K ﹤0.01%
2,000
NSP icon
2556
Insperity
NSP
$751M
$5.07K ﹤0.01%
103
BHC icon
2557
Bausch Health
BHC
$2.01B
$5.05K ﹤0.01%
+783
HPP
2558
Hudson Pacific Properties
HPP
$336M
$5.01K ﹤0.01%
260
UA icon
2559
Under Armour Class C
UA
$2.68B
$4.99K ﹤0.01%
1,033
-1
WINA icon
2560
Winmark
WINA
$1.63B
$4.98K ﹤0.01%
+10
DEM icon
2561
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.51B
$4.97K ﹤0.01%
108
FRPT icon
2562
Freshpet
FRPT
$3.94B
$4.96K ﹤0.01%
90
-3
IYZ icon
2563
iShares US Telecommunications ETF
IYZ
$824M
$4.94K ﹤0.01%
153
SBSW icon
2564
Sibanye-Stillwater
SBSW
$9.84B
$4.93K ﹤0.01%
439
CBZ icon
2565
CBIZ
CBZ
$1.46B
$4.92K ﹤0.01%
93
JBLU icon
2566
JetBlue
JBLU
$1.63B
$4.92K ﹤0.01%
1,000
XRAY icon
2567
Dentsply Sirona
XRAY
$2.54B
$4.92K ﹤0.01%
388
-270
DDS icon
2568
Dillards
DDS
$9.4B
$4.92K ﹤0.01%
+8
NLOP
2569
Net Lease Office Properties
NLOP
$208M
$4.89K ﹤0.01%
165
-2
IIPR icon
2570
Innovative Industrial Properties
IIPR
$1.51B
$4.88K ﹤0.01%
91
-23
ATEX icon
2571
Anterix
ATEX
$726M
$4.85K ﹤0.01%
+226
NUSC icon
2572
Nuveen ESG Small-Cap ETF
NUSC
$1.16B
$4.82K ﹤0.01%
109
GLP icon
2573
Global Partners
GLP
$1.61B
$4.8K ﹤0.01%
100
EP.PRC icon
2574
El Paso Energy Capital Trust I
EP.PRC
$228M
$4.74K ﹤0.01%
+95
TPST icon
2575
Tempest Therapeutics
TPST
$32.4M
$4.73K ﹤0.01%
460
+200
101 102
103
104 105