CIBC Private Wealth Group Portfolio holdings
AUM
$56B
1-Year Return
20.35%
This Quarter Return
+10.58%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$51.1B
AUM Growth
+$3.84B
(+8.1%)
Cap. Flow
-$187M
Cap. Flow
% of AUM
-0.37%
Top 10 Holdings %
Top 10 Hldgs %
26.91%
Holding
3,085
New
1,933
Increased
452
Reduced
557
Closed
20
Top Buys
| 1 |
Old Dominion Freight Line
ODFL
|
$689M |
| 2 |
Meta Platforms (Facebook)
META
|
$203M |
| 3 |
NVIDIA
NVDA
|
$163M |
| 4 |
Ulta Beauty
ULTA
|
$108M |
| 5 |
McDonald's
MCD
|
$103M |
Top Sells
| 1 |
Costco
COST
|
$237M |
| 2 |
Toyota
TM
|
$178M |
| 3 |
Apple
AAPL
|
$103M |
| 4 |
Visa
V
|
$100M |
| 5 |
Home Depot
HD
|
$92.3M |
Sector Composition
| 1 | Technology | 25.36% |
| 2 | Healthcare | 12.75% |
| 3 | Financials | 12.17% |
| 4 | Industrials | 10.01% |
| 5 | Consumer Discretionary | 9.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2651
Leslie's
LESL
$64.6M
| $2.97K | ﹤0.01% |
+500
| New | +$2.97K |
|
2652
Goodyear
GT
$2.43B
| $2.97K | ﹤0.01% |
+219
| New | +$2.97K |
|
2653
eXp World Holdings
EXPI
$1.76B
| $2.95K | ﹤0.01% |
+291
| New | +$2.95K |
|
2654
Pacer US Small Cap Cash Cows 100 ETF
CALF
$4.16B
| $2.93K | ﹤0.01% |
+60
| New | +$2.93K |
|
|
PW
2655
Power REIT
PW
$3.39M
| $2.93K | ﹤0.01% |
+4,702
| New | +$2.93K |
|
2656
Carnival PLC
CUK
$37.9B
| $2.92K | ﹤0.01% |
+200
| New | +$2.92K |
|
|
ITI
2657
DELISTED
Iteris, Inc.
ITI
| $2.91K | ﹤0.01% |
+600
| New | +$2.91K |
|
2658
PagerDuty
PD
$1.54B
| $2.9K | ﹤0.01% |
+129
| New | +$2.9K |
|
2659
Photronics
PLAB
$1.36B
| $2.88K | ﹤0.01% |
+100
| New | +$2.88K |
|
2660
Flushing Financial
FFIC
$457M
| $2.88K | ﹤0.01% |
+229
| New | +$2.88K |
|
2661
Warrior Met Coal
HCC
$3.19B
| $2.85K | ﹤0.01% |
+47
| New | +$2.85K |
|
2662
Direxion Work From Home ETF
WFH
$15.3M
| $2.83K | ﹤0.01% |
+50
| New | +$2.83K |
|
2663
Procure Space ETF
UFO
$110M
| $2.82K | ﹤0.01% |
+170
| New | +$2.82K |
|
2664
LSB Industries
LXU
$602M
| $2.81K | ﹤0.01% |
+322
| New | +$2.81K |
|
2665
Wolverine World Wide
WWW
$2.59B
| $2.81K | ﹤0.01% |
+260
| New | +$2.81K |
|
2666
Autohome
ATHM
$3.39B
| $2.79K | ﹤0.01% |
+105
| New | +$2.79K |
|
2667
Breakwave Dry Bulk Shipping ETF
BDRY
$43.4M
| $2.78K | ﹤0.01% |
+200
| New | +$2.78K |
|
2668
Select Water Solutions
WTTR
$881M
| $2.77K | ﹤0.01% |
+300
| New | +$2.77K |
|
2669
Chesapeake Utilities
CPK
$2.96B
| $2.77K | ﹤0.01% |
+26
| New | +$2.77K |
|
|
OSG
2670
DELISTED
Overseas Shipholding Group Inc.
OSG
| $2.76K | ﹤0.01% |
+438
| New | +$2.76K |
|
2671
F&G Annuities & Life
FG
$4.65B
| $2.75K | ﹤0.01% |
+68
| New | +$2.75K |
|
2672
CGI
GIB
$21.6B
| $2.75K | ﹤0.01% |
+25
| New | +$2.75K |
|
2673
Tower Semiconductor
TSEM
$7.07B
| $2.75K | ﹤0.01% |
+83
| New | +$2.75K |
|
2674
Playtika
PLTK
$1.4B
| $2.75K | ﹤0.01% |
+383
| New | +$2.75K |
|
2675
Fidelity Metaverse ETF
FMET
$46.7M
| $2.72K | ﹤0.01% |
+93
| New | +$2.72K |
|