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
MSGE icon
2751
Madison Square Garden
MSGE
$2.73B
$1.67K ﹤0.01%
37
OEFA
2752
ALPS O'Shares International Developed Quality Dividend ETF
OEFA
$38.3M
$1.65K ﹤0.01%
50
MMS icon
2753
Maximus
MMS
$4.02B
$1.65K ﹤0.01%
18
-10
FRPH icon
2754
FRP Holdings
FRPH
$435M
$1.63K ﹤0.01%
67
-12
BRF icon
2755
VanEck Brazil Small-Cap ETF
BRF
$24.7M
$1.63K ﹤0.01%
100
FG icon
2756
F&G Annuities & Life
FG
$2.86B
$1.63K ﹤0.01%
+52
ENR icon
2757
Energizer
ENR
$1.19B
$1.62K ﹤0.01%
+65
JHMM icon
2758
John Hancock Multifactor Mid Cap ETF
JHMM
$4.9B
$1.62K ﹤0.01%
25
SOXQ icon
2759
Invesco PHLX Semiconductor ETF
SOXQ
$1.02B
$1.61K ﹤0.01%
32
NVCR icon
2760
NovoCure
NVCR
$1.44B
$1.6K ﹤0.01%
124
SRTA
2761
Strata Critical Medical Inc
SRTA
$411M
$1.59K ﹤0.01%
315
-1,990
ARKG icon
2762
ARK Genomic Revolution ETF
ARKG
$1.11B
$1.58K ﹤0.01%
57
-32
ATKR icon
2763
Atkore
ATKR
$2.02B
$1.57K ﹤0.01%
25
-1
VMEO
2764
DELISTED
Vimeo
VMEO
$1.56K ﹤0.01%
201
APPN icon
2765
Appian
APPN
$1.89B
$1.53K ﹤0.01%
50
AMSC icon
2766
American Superconductor
AMSC
$1.46B
$1.49K ﹤0.01%
25
LCID icon
2767
Lucid Motors
LCID
$3.5B
$1.48K ﹤0.01%
62
-657
GOVZ icon
2768
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$299M
$1.46K ﹤0.01%
+150
REE icon
2769
REE Automotive
REE
$16.8M
$1.46K ﹤0.01%
2,000
FIVN icon
2770
FIVE9
FIVN
$1.28B
$1.45K ﹤0.01%
60
+2
BMRA icon
2771
Biomerica
BMRA
$6.1M
$1.45K ﹤0.01%
512
+100
ADEA icon
2772
Adeia
ADEA
$2.54B
$1.45K ﹤0.01%
86
SN icon
2773
SharkNinja
SN
$15.6B
$1.44K ﹤0.01%
14
+13
DOLE icon
2774
Dole
DOLE
$1.38B
$1.43K ﹤0.01%
106
AMKR icon
2775
Amkor Technology
AMKR
$10.9B
$1.42K ﹤0.01%
50
109 110
111
112 113