CIBC Private Wealth Group Portfolio holdings
AUM
$56B
1-Year Return
20.35%
This Quarter Return
+10.58%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$51.1B
AUM Growth
+$3.84B
(+8.1%)
Cap. Flow
-$187M
Cap. Flow
% of AUM
-0.37%
Top 10 Holdings %
Top 10 Hldgs %
26.91%
Holding
3,085
New
1,933
Increased
452
Reduced
557
Closed
20
Top Buys
| 1 |
Old Dominion Freight Line
ODFL
|
$689M |
| 2 |
Meta Platforms (Facebook)
META
|
$203M |
| 3 |
NVIDIA
NVDA
|
$163M |
| 4 |
Ulta Beauty
ULTA
|
$108M |
| 5 |
McDonald's
MCD
|
$103M |
Top Sells
| 1 |
Costco
COST
|
$237M |
| 2 |
Toyota
TM
|
$178M |
| 3 |
Apple
AAPL
|
$103M |
| 4 |
Visa
V
|
$100M |
| 5 |
Home Depot
HD
|
$92.3M |
Sector Composition
| 1 | Technology | 25.36% |
| 2 | Healthcare | 12.75% |
| 3 | Financials | 12.17% |
| 4 | Industrials | 10.01% |
| 5 | Consumer Discretionary | 9.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2851
Kohl's
KSS
$1.86B
| $1.06K | ﹤0.01% |
+36
| New | +$1.06K |
|
2852
Roivant Sciences
ROIV
$8.82B
| $1.04K | ﹤0.01% |
+100
| New | +$1.04K |
|
2853
Clean Energy Technologies
CETY
$16.2M
| $1.04K | ﹤0.01% |
+893
| New | +$1.04K |
|
2854
Cytek Biosciences
CTKB
$511M
| $1.03K | ﹤0.01% |
+154
| New | +$1.03K |
|
2855
iRadimed
IRMD
$916M
| $1.03K | ﹤0.01% |
+24
| New | +$1.03K |
|
|
LOAN
2856
Manhattan Bridge Capital
LOAN
$61.5M
| $1.03K | ﹤0.01% |
+200
| New | +$1.03K |
|
2857
Brighthouse Financial
BHF
$2.48B
| $1.02K | ﹤0.01% |
+20
| New | +$1.02K |
|
2858
Oceaneering
OII
$2.41B
| $1.01K | ﹤0.01% |
+43
| New | +$1.01K |
|
2859
Ziff Davis
ZD
$1.56B
| $999 | ﹤0.01% |
+16
| New | +$999 |
|
2860
Asure Software
ASUR
$220M
| $995 | ﹤0.01% |
+132
| New | +$995 |
|
2861
Hayward Holdings
HAYW
$3.52B
| $991 | ﹤0.01% |
+66
| New | +$991 |
|
2862
Polaris
PII
$3.33B
| $990 | ﹤0.01% |
+10
| New | +$990 |
|
2863
Virgin Galactic
SPCE
$185M
| $990 | ﹤0.01% |
+35
| New | +$990 |
|
2864
GFL Environmental
GFL
$17.4B
| $988 | ﹤0.01% |
+29
| New | +$988 |
|
2865
nLIGHT
LASR
$1.44B
| $984 | ﹤0.01% |
+77
| New | +$984 |
|
2866
Mitek Systems
MITK
$448M
| $979 | ﹤0.01% |
+68
| New | +$979 |
|
2867
Transocean
RIG
$2.9B
| $975 | ﹤0.01% |
+153
| New | +$975 |
|
|
MTA
2868
Metalla Royalty & Streaming
MTA
$518M
| $963 | ﹤0.01% |
+300
| New | +$963 |
|
2869
Richardson Electronics
RELL
$141M
| $963 | ﹤0.01% |
+104
| New | +$963 |
|
|
TE
2870
T1 Energy Inc.
TE
$309M
| $940 | ﹤0.01% |
+525
| New | +$940 |
|
2871
AMC Networks
AMCX
$328M
| $935 | ﹤0.01% |
+79
| New | +$935 |
|
2872
Kezar Life Sciences
KZR
$29.8M
| $920 | ﹤0.01% |
+100
| New | +$920 |
|
2873
IAMGOLD
IAG
$5.7B
| $913 | ﹤0.01% |
+250
| New | +$913 |
|
2874
Integral Ad Science
IAS
$1.45B
| $913 | ﹤0.01% |
+94
| New | +$913 |
|
2875
Equinox Gold
EQX
$7.65B
| $895 | ﹤0.01% |
+146
| New | +$895 |
|