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
SDOW icon
2801
ProShares UltraPro Short Dow 30
SDOW
$153M
$1.11K ﹤0.01%
31
NFE icon
2802
New Fortress Energy
NFE
$313M
$1.1K ﹤0.01%
500
HSTM icon
2803
HealthStream
HSTM
$602M
$1.1K ﹤0.01%
+39
MEC icon
2804
Mayville Engineering Co
MEC
$363M
$1.1K ﹤0.01%
+80
PACB icon
2805
Pacific Biosciences
PACB
$408M
$1.1K ﹤0.01%
859
-650
LOAN
2806
Manhattan Bridge Capital
LOAN
$50.3M
$1.1K ﹤0.01%
200
SQQQ icon
2807
ProShares UltraPro Short QQQ
SQQQ
$2.43B
$1.1K ﹤0.01%
14
DNA icon
2808
Ginkgo Bioworks
DNA
$423M
$1.09K ﹤0.01%
75
BRC icon
2809
Brady Corp
BRC
$4.1B
$1.09K ﹤0.01%
14
-8
ASUR icon
2810
Asure Software
ASUR
$262M
$1.08K ﹤0.01%
132
KE
2811
Kimball Electronics
KE
$559M
$1.07K ﹤0.01%
36
-50
VRNT
2812
DELISTED
Verint Systems
VRNT
$1.07K ﹤0.01%
53
LXP.PRC icon
2813
LXP Industrial Trust 6.5% Series C Preferred Stock
LXP.PRC
$90.5M
$1.06K ﹤0.01%
+22
FVRR icon
2814
Fiverr
FVRR
$400M
$1.05K ﹤0.01%
43
ARKW icon
2815
ARK Web x.0 ETF
ARKW
$1.66B
$1.05K ﹤0.01%
6
-31
RELL icon
2816
Richardson Electronics
RELL
$166M
$1.02K ﹤0.01%
104
HVAC
2817
AdvisorShares HVAC and Industrials ETF
HVAC
$8.02M
$1.01K ﹤0.01%
+33
OTLY
2818
Oatly Group
OTLY
$333M
$1K ﹤0.01%
62
RVNU icon
2819
Xtrackers Municipal Infrastructure Revenue Bond ETF
RVNU
$134M
$987 ﹤0.01%
+40
SYBT icon
2820
Stock Yards Bancorp
SYBT
$1.88B
$980 ﹤0.01%
14
-7
BTBT icon
2821
Bit Digital
BTBT
$528M
$975 ﹤0.01%
325
ERII icon
2822
Energy Recovery
ERII
$569M
$971 ﹤0.01%
63
EXEEL
2823
DELISTED
Expand Energy Corp Class C Warrants
EXEEL
$969 ﹤0.01%
10
LYFT icon
2824
Lyft
LYFT
$5.3B
$968 ﹤0.01%
44
+15
NABL icon
2825
N-able
NABL
$906M
$959 ﹤0.01%
+123
111 112
113
114 115