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
HERO icon
2651
Global X Video Games & Esports ETF
HERO
$86.1M
$3.25K ﹤0.01%
96
IAG icon
2652
IAMGOLD
IAG
$12.8B
$3.23K ﹤0.01%
250
EBND icon
2653
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.33B
$3.23K ﹤0.01%
151
-27
TCMD icon
2654
Tactile Systems Technology
TCMD
$625M
$3.21K ﹤0.01%
232
HNI icon
2655
HNI Corp
HNI
$2.91B
$3.19K ﹤0.01%
68
-886
ST icon
2656
Sensata Technologies
ST
$5.16B
$3.18K ﹤0.01%
104
PDT
2657
John Hancock Premium Dividend Fund
PDT
$653M
$3.16K ﹤0.01%
237
-3,386
HTBK icon
2658
Heritage Commerce
HTBK
$748M
$3.16K ﹤0.01%
318
ELS icon
2659
Equity Lifestyle Properties
ELS
$13B
$3.16K ﹤0.01%
52
-199
GENC icon
2660
Gencor Industries
GENC
$217M
$3.15K ﹤0.01%
215
LPX icon
2661
Louisiana-Pacific
LPX
$5.38B
$3.11K ﹤0.01%
35
-9
FMHI icon
2662
First Trust Municipal High Income ETF
FMHI
$933M
$3.09K ﹤0.01%
65
+62
BLOK icon
2663
Amplify Blockchain Technology ETF
BLOK
$1.01B
$3.08K ﹤0.01%
46
-100
RPC
2664
Ridgepost Capital
RPC
$823M
$3.05K ﹤0.01%
280
ATHM icon
2665
Autohome
ATHM
$2.28B
$3K ﹤0.01%
105
KOP icon
2666
Koppers
KOP
$732M
$3K ﹤0.01%
+107
XP icon
2667
XP
XP
$10.3B
$2.95K ﹤0.01%
157
-88
W icon
2668
Wayfair
W
$9.82B
$2.95K ﹤0.01%
33
TBBK icon
2669
The Bancorp
TBBK
$2.22B
$2.92K ﹤0.01%
+39
PLMR icon
2670
Palomar
PLMR
$3.2B
$2.92K ﹤0.01%
25
-5
LMB icon
2671
Limbach Holdings
LMB
$936M
$2.91K ﹤0.01%
+30
CDE icon
2672
Coeur Mining
CDE
$14.4B
$2.91K ﹤0.01%
155
+20
NNE
2673
Nano Nuclear Energy
NNE
$1.29B
$2.89K ﹤0.01%
75
ASPI icon
2674
ASP Isotopes
ASPI
$711M
$2.89K ﹤0.01%
300
DOO
2675
Bombardier Recreational Products
DOO
$4.85B
$2.86K ﹤0.01%
47