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
HAYW icon
3026
Hayward Holdings
HAYW
$3.21B
$30 ﹤0.01%
2
MTW icon
3027
Manitowoc
MTW
$479M
$30 ﹤0.01%
3
WOLF icon
3028
Wolfspeed
WOLF
$768M
$29 ﹤0.01%
1
-1,317
AOSL icon
3029
Alpha and Omega Semiconductor
AOSL
$602M
$28 ﹤0.01%
1
DEC
3030
Diversified Energy Company
DEC
$1.11B
$28 ﹤0.01%
2
-124
TROX icon
3031
Tronox
TROX
$1.09B
$28 ﹤0.01%
7
-2,000
AEON icon
3032
AEON Biopharma
AEON
$28.6M
$27 ﹤0.01%
33
ONL
3033
Orion Office REIT
ONL
$140M
$27 ﹤0.01%
10
UCTT
3034
Ultra Clean Holdings
UCTT
$2.56B
$27 ﹤0.01%
1
BOW
3035
Bowhead Specialty Holdings
BOW
$755M
$27 ﹤0.01%
+1
GOLD
3036
Gold.com Inc
GOLD
$1.44B
$26 ﹤0.01%
+1
LIND icon
3037
Lindblad Expeditions
LIND
$1.15B
$26 ﹤0.01%
2
CCNE icon
3038
CNB Financial Corp
CCNE
$813M
$24 ﹤0.01%
1
-14
DV icon
3039
DoubleVerify
DV
$1.72B
$24 ﹤0.01%
2
KMTS
3040
Kestra Medical Technologies
KMTS
$1.3B
$24 ﹤0.01%
+1
CLPT icon
3041
ClearPoint Neuro
CLPT
$335M
$22 ﹤0.01%
+1
OLP
3042
One Liberty Properties
OLP
$501M
$22 ﹤0.01%
1
SCVL icon
3043
Shoe Carnival
SCVL
$529M
$21 ﹤0.01%
1
WKHS icon
3044
Workhorse Group
WKHS
$30.3M
$21 ﹤0.01%
2
BRN icon
3045
Barnwell Industries
BRN
$12.9M
$20 ﹤0.01%
15
KPTI icon
3046
Karyopharm Therapeutics
KPTI
$155M
$20 ﹤0.01%
3
BBNX
3047
Beta Bionics
BBNX
$482M
$20 ﹤0.01%
+1
TIPT icon
3048
Tiptree Inc
TIPT
$621M
$19 ﹤0.01%
+1
ORKA
3049
Oruka Therapeutics
ORKA
$1.66B
$19 ﹤0.01%
+1
ARRY icon
3050
Array Technologies
ARRY
$1.07B
$16 ﹤0.01%
2