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
CPRI icon
3301
Capri Holdings
CPRI
$2.47B
– –
-110
CRBP icon
3302
Corbus Pharmaceuticals
CRBP
$181M
– –
-1
CRCT icon
3303
Cricut
CRCT
$968M
– –
-80
CRSR icon
3304
Corsair Gaming
CRSR
$682M
– –
-247
CRTO icon
3305
Criteo
CRTO
$923M
– –
-2,470
CSMD icon
3306
Congress SMid Growth ETF
CSMD
$441M
– –
-495
CTKB icon
3307
Cytek Biosciences
CTKB
$548M
– –
-154
CWH icon
3308
Camping World
CWH
$438M
– –
-600
DCOM icon
3309
Dime Community Bancshares
DCOM
$1.64B
– –
-1,316
DCOR icon
3310
Dimensional US Core Equity 1 ETF
DCOR
$2.89B
– –
-137
DFAI icon
3311
Dimensional International Core Equity Market ETF
DFAI
$15.5B
– –
-573
DFSI icon
3312
Dimensional International Sustainability Core 1 ETF
DFSI
$1.03B
– –
-4
DGICA icon
3313
Donegal Group Class A
DGICA
$656M
– –
-77
DJIA icon
3314
Global X Dow 30 Covered Call ETF
DJIA
$168M
– –
-2,822
DNLI icon
3315
Denali Therapeutics
DNLI
$3.08B
– –
-35
DNN icon
3316
Denison Mines
DNN
$3.54B
– –
-1,000
DRIO icon
3317
DarioHealth
DRIO
$52.6M
– –
-13
DSTL icon
3318
Distillate US Fundamental Stability & Value ETF
DSTL
$1.85B
– –
-3,583
DSX icon
3319
Diana Shipping
DSX
$303M
– –
0
FDL icon
3320
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.33B
– –
-669
FFBC icon
3321
First Financial Bancorp
FFBC
$3.13B
– –
-12
FINX icon
3322
Global X FinTech ETF
FINX
$194M
– –
-91
FL
3323
DELISTED
Foot Locker
FL
– –
-1,100
FLMI icon
3324
Franklin Dynamic Municipal Bond ETF
FLMI
$1.96B
– –
0
FNDB icon
3325
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.22B
– –
-1
131 132
133
134 135