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
CET
3051
Central Securities Corp
CET
$1.52B
0
PSTL
3052
Postal Realty Trust
PSTL
$537M
$16 ﹤0.01%
+1
CHCT
3053
Community Healthcare Trust
CHCT
$472M
$15 ﹤0.01%
+1
EMGF icon
3054
iShares Emerging Markets Equity Factor ETF
EMGF
$1.62B
0
PGF icon
3055
Invesco Financial Preferred ETF
PGF
$736M
$15 ﹤0.01%
1
INUV icon
3056
Inuvo
INUV
$38.8M
$14 ﹤0.01%
4
SANA icon
3057
Sana Biotechnology
SANA
$900M
$14 ﹤0.01%
4
-500
PACS icon
3058
PACS Group
PACS
$5.39B
$14 ﹤0.01%
+1
PKST
3059
Peakstone Realty Trust
PKST
$774M
$13 ﹤0.01%
1
-640
ULE icon
3060
ProShares Ultra Euro
ULE
$6.45M
$13 ﹤0.01%
1
ARDT
3061
Ardent Health
ARDT
$1.28B
$13 ﹤0.01%
+1
GOOD
3062
Gladstone Commercial Corp
GOOD
$601M
$12 ﹤0.01%
+1
MVST icon
3063
Microvast
MVST
$696M
$12 ﹤0.01%
+3
WSR
3064
Whitestone REIT
WSR
$831M
$12 ﹤0.01%
+1
DFAE icon
3065
Dimensional Emerging Core Equity Market ETF
DFAE
$8.34B
0
CBLL
3066
CeriBell Inc
CBLL
$697M
$11 ﹤0.01%
+1
CRIS icon
3067
Curis
CRIS
$14.6M
$10 ﹤0.01%
6
GHI icon
3068
Greystone Housing Impact Investors LP
GHI
$176M
$10 ﹤0.01%
1
NAT icon
3069
Nordic American Tanker
NAT
$1.16B
$9 ﹤0.01%
3
-639
NRIX icon
3070
Nurix Therapeutics
NRIX
$1.64B
$9 ﹤0.01%
1
-26
WB icon
3071
Weibo
WB
$2.43B
$9 ﹤0.01%
+1
LEG icon
3072
Leggett & Platt
LEG
$1.46B
$8 ﹤0.01%
1
-1,252
BXMX icon
3073
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.5B
-33
INQQ icon
3074
India Internet & Ecommerce ETF
INQQ
$48M
0
LAW icon
3075
CS Disco
LAW
$281M
$6 ﹤0.01%
1