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
XLU icon
401
State Street Utilities Select Sector SPDR ETF
XLU
$24.5B
$6.06M 0.01%
138,996
+1,034
CSX icon
402
CSX Corp
CSX
$76.3B
$5.94M 0.01%
167,148
+10,079
ISHG icon
403
iShares 1-3 Year International Treasury Bond ETF
ISHG
$803M
$5.81M 0.01%
+76,229
BRO icon
404
Brown & Brown
BRO
$23.3B
$5.78M 0.01%
61,653
-1,359,536
MDB icon
405
MongoDB
MDB
$22.1B
$5.77M 0.01%
18,589
-1,636
INVH icon
406
Invitation Homes
INVH
$15.8B
$5.76M 0.01%
196,230
+6,789
PFO
407
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$120M
$5.74M 0.01%
588,511
BILL icon
408
BILL Holdings
BILL
$4.19B
$5.59M 0.01%
105,614
-669
TYL icon
409
Tyler Technologies
TYL
$15.3B
$5.53M 0.01%
10,569
-28
VNQ icon
410
Vanguard Real Estate ETF
VNQ
$36.4B
$5.47M 0.01%
59,799
+1,694
GTM
411
ZoomInfo Technologies
GTM
$1.92B
$5.42M 0.01%
496,712
-15,886
TRV icon
412
Travelers Companies
TRV
$65.6B
$5.39M 0.01%
19,320
+966
NBIS
413
Nebius Group N.V.
NBIS
$24.6B
$5.32M 0.01%
47,358
-38,558
BRZE icon
414
Braze
BRZE
$2.29B
$5.31M 0.01%
186,777
-3,607
PFD
415
Flaherty & Crumrine Preferred and Income Fund
PFD
$147M
$5.31M 0.01%
441,364
IT icon
416
Gartner
IT
$11.2B
$5.29M 0.01%
20,118
-4,327
IGIB icon
417
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.2B
$5.28M 0.01%
97,616
-71,341
LRCX icon
418
Lam Research
LRCX
$273B
$5.23M 0.01%
39,048
-7,338
XLF icon
419
State Street Financial Select Sector SPDR ETF
XLF
$48.1B
$5.2M 0.01%
96,572
+4,365
VOE icon
420
Vanguard Mid-Cap Value ETF
VOE
$21.5B
$5.19M 0.01%
29,750
+1,060
AYI icon
421
Acuity Brands
AYI
$8.47B
$5.17M 0.01%
15,016
+177
CADE
422
DELISTED
Cadence Bank
CADE
$5.17M 0.01%
137,643
+4,404
FRSH icon
423
Freshworks
FRSH
$2.28B
$5.16M 0.01%
438,691
-11,734
RPG icon
424
Invesco S&P 500 Pure Growth ETF
RPG
$1.64B
$5.14M 0.01%
107,695
+5,009
AFL icon
425
Aflac
AFL
$57.2B
$5.13M 0.01%
45,928
-1,658
15 16
17
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