CIBC Private Wealth Group Portfolio holdings
AUM
$59.2B
1-Year Est. Return
20.62%
This Fund
S&P 500
1 Year Est. Return
+20.62%
AUM
$58.4B
AUM Growth
+$2.43B
(+4.3%)
Holding
3,361
Top Buys
| 1 | +$229M | |
| 2 | +$182M | |
| 3 | +$180M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$133M |
| 5 |
Mondelez International
MDLZ
|
+$119M |
Top Sells
| 1 | +$314M | |
| 2 | +$233M | |
| 3 | +$194M | |
| 4 |
Salesforce
CRM
|
+$194M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
3351
Iovance Biotherapeutics
IOVA
$2.23B
| – | – |
-165
|
|
||
3352
Renaissance IPO ETF
IPO
$130M
| – | – |
-100
|
|
||
|
IWTR
3353
DELISTED
iShares MSCI Water Management Multisector ETF
IWTR
| – | – |
-188
|
|
||
|
JAMF
3354
DELISTED
Jamf
JAMF
| – | – |
-43
|
|
||
|
JBGS
3355
JBG SMITH
JBGS
$877M
| – | – |
-5
|
|
||
3356
Nuveen Floating Rate Income Fund
JFR
$1.2B
| – | – |
-1
|
|
||
3357
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.28B
| – | – |
-1,535
|
|
||
3358
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.17B
| – | – |
-1,950
|
|
||
|
JNPR
3359
DELISTED
Juniper Networks
JNPR
| – | – |
-1,338
|
|
||
3360
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
$688M
| – | – |
-25
|
|