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
ACHC icon
2676
Acadia Healthcare
ACHC
$2.2B
$2.85K ﹤0.01%
115
SNN icon
2677
Smith & Nephew
SNN
$14.2B
$2.83K ﹤0.01%
78
PRVA icon
2678
Privia Health
PRVA
$2.73B
$2.81K ﹤0.01%
113
VOYA icon
2679
Voya Financial
VOYA
$6.15B
$2.77K ﹤0.01%
37
-86
THNQ icon
2680
ROBO Global Artificial Intelligence ETF
THNQ
$284M
$2.75K ﹤0.01%
+43
WNS
2681
DELISTED
WNS Holdings
WNS
$2.75K ﹤0.01%
36
-1,909
IEZ icon
2682
iShares US Oil Equipment & Services ETF
IEZ
$398M
$2.74K ﹤0.01%
142
FWRD icon
2683
Forward Air
FWRD
$575M
$2.69K ﹤0.01%
105
TK icon
2684
Teekay
TK
$1.01B
$2.68K ﹤0.01%
+328
PUK icon
2685
Prudential
PUK
$37.5B
$2.66K ﹤0.01%
95
+1
BLIN icon
2686
Bridgeline Digital
BLIN
$12.5M
$2.64K ﹤0.01%
+2,000
FTXL icon
2687
First Trust Nasdaq Semiconductor ETF
FTXL
$1.54B
$2.63K ﹤0.01%
24
+1
LBTYK icon
2688
Liberty Global Class C
LBTYK
$3.97B
$2.62K ﹤0.01%
223
+16
HFRO
2689
Highland Opportunities and Income Fund
HFRO
$328M
$2.61K ﹤0.01%
412
+8
INGN icon
2690
Inogen
INGN
$170M
$2.61K ﹤0.01%
+320
VLGEA icon
2691
Village Super Market
VLGEA
$590M
$2.58K ﹤0.01%
69
+1
ATRC icon
2692
AtriCure
ATRC
$1.49B
$2.57K ﹤0.01%
73
XSOE icon
2693
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.89B
$2.57K ﹤0.01%
68
+1
EPRT icon
2694
Essential Properties Realty Trust
EPRT
$6.93B
$2.56K ﹤0.01%
86
-2,012
SPXD
2695
Xtrackers S&P 500 Diversified Sector Weight ETF
SPXD
$6.42M
$2.56K ﹤0.01%
+100
ICL icon
2696
ICL Group
ICL
$6.74B
$2.56K ﹤0.01%
411
HNST icon
2697
The Honest Company
HNST
$317M
$2.52K ﹤0.01%
685
ISSC icon
2698
Innovative Solutions & Support
ISSC
$533M
$2.5K ﹤0.01%
+200
YMM icon
2699
Full Truck Alliance
YMM
$9.55B
$2.49K ﹤0.01%
192
GLIN icon
2700
VanEck India Growth Leaders ETF
GLIN
$170M
$2.46K ﹤0.01%
55
106 107
108
109 110