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
BELFB
2701
Bel Fuse Inc Class B
BELFB
$2.54B
$2.4K ﹤0.01%
+17
FINV
2702
FinVolution Group
FINV
$1.32B
$2.38K ﹤0.01%
323
VTMX icon
2703
Vesta Real Estate
VTMX
$2.79B
$2.38K ﹤0.01%
84
LBTYA icon
2704
Liberty Global Class A
LBTYA
$4.09B
$2.37K ﹤0.01%
207
ALKT icon
2705
Alkami Technology
ALKT
$1.97B
$2.31K ﹤0.01%
+93
SPHR icon
2706
Sphere Entertainment
SPHR
$4.04B
$2.3K ﹤0.01%
37
-9
HIMX
2707
Himax Technologies
HIMX
$1.59B
$2.28K ﹤0.01%
258
-30
BIRK icon
2708
Birkenstock
BIRK
$6.75B
$2.26K ﹤0.01%
50
VIXY icon
2709
ProShares VIX Short-Term Futures ETF
VIXY
$77M
$2.26K ﹤0.01%
70
AAOI icon
2710
Applied Optoelectronics
AAOI
$9.55B
$2.26K ﹤0.01%
87
COMP icon
2711
Compass
COMP
$6.41B
$2.26K ﹤0.01%
281
IGIC icon
2712
International General Insurance
IGIC
$1.03B
$2.25K ﹤0.01%
97
MASI icon
2713
Masimo
MASI
$9.16B
$2.21K ﹤0.01%
15
-40
BGS icon
2714
B&G Foods
BGS
$429M
$2.2K ﹤0.01%
+496
COPX icon
2715
Global X Copper Miners ETF NEW
COPX
$7.56B
$2.17K ﹤0.01%
36
NEXT icon
2716
NextDecade
NEXT
$1.53B
$2.17K ﹤0.01%
+320
DDD icon
2717
3D Systems Corp
DDD
$361M
$2.17K ﹤0.01%
748
IPAR icon
2718
Interparfums
IPAR
$3.01B
$2.16K ﹤0.01%
22
FOR icon
2719
Forestar Group
FOR
$1.28B
$2.13K ﹤0.01%
+80
IMTM icon
2720
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.64B
$2.11K ﹤0.01%
44
TLRY icon
2721
Tilray
TLRY
$841M
$2.1K ﹤0.01%
122
DINO icon
2722
HF Sinclair
DINO
$10.2B
$2.09K ﹤0.01%
40
+5
BIVI icon
2723
BioVie
BIVI
$10.6M
$2.08K ﹤0.01%
1,097
+1,001
TALO icon
2724
Talos Energy
TALO
$2.26B
$2.07K ﹤0.01%
216
DTCR icon
2725
Global X Data Center & Digital Infrastructure ETF
DTCR
$1.23B
$2.05K ﹤0.01%
+100
107 108
109
110 111