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
QCLN icon
476
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$568M
$3.78M 0.01%
90,031
-1,841
RTO icon
477
Rentokil
RTO
$15.9B
$3.71M 0.01%
146,834
+9,253
GIS icon
478
General Mills
GIS
$21.9B
$3.7M 0.01%
73,311
+942
ALL icon
479
Allstate
ALL
$53.8B
$3.69M 0.01%
17,204
+1,741
WAB icon
480
Wabtec
WAB
$41.7B
$3.69M 0.01%
18,413
-29
HLF icon
481
Herbalife
HLF
$1.64B
$3.69M 0.01%
437,119
+2,908
FLOT icon
482
iShares Floating Rate Bond ETF
FLOT
$9.23B
$3.58M 0.01%
70,142
-58,612
WPM icon
483
Wheaton Precious Metals
WPM
$67.1B
$3.57M 0.01%
31,944
+4,386
TNL icon
484
Travel + Leisure Co
TNL
$4.44B
$3.57M 0.01%
59,986
-5,168
BKV
485
BKV Corp
BKV
$2.93B
$3.47M 0.01%
150,000
-72,086
OS
486
OneStream Inc
OS
$4.5B
$3.47M 0.01%
188,137
-5,914
ALTG icon
487
Alta Equipment Group
ALTG
$205M
$3.42M 0.01%
472,278
-288,886
UL icon
488
Unilever
UL
$143B
$3.39M 0.01%
50,883
-9,183
GM icon
489
General Motors
GM
$67.5B
$3.37M 0.01%
55,322
-1,761
SCHB icon
490
Schwab US Broad Market ETF
SCHB
$38B
$3.33M 0.01%
129,375
+11,456
CP icon
491
Canadian Pacific Kansas City
CP
$75.1B
$3.3M 0.01%
44,314
-419,302
SLV icon
492
iShares Silver Trust
SLV
$43.8B
$3.29M 0.01%
77,752
+4,740
RDDT icon
493
Reddit
RDDT
$25.7B
$3.28M 0.01%
14,247
+1,149
CRWV
494
CoreWeave Inc
CRWV
$43B
$3.27M 0.01%
23,920
+16,643
YUMC icon
495
Yum China
YUMC
$18.7B
$3.27M 0.01%
76,218
-471
AVY icon
496
Avery Dennison
AVY
$13.3B
$3.26M 0.01%
20,076
-904
LXRX icon
497
Lexicon Pharmaceuticals
LXRX
$712M
$3.24M 0.01%
2,400,257
-50,143
WRB icon
498
W.R. Berkley
WRB
$25.4B
$3.2M 0.01%
41,757
+865
DRI icon
499
Darden Restaurants
DRI
$23.4B
$3.19M 0.01%
16,773
-728
OXY icon
500
Occidental Petroleum
OXY
$54B
$3.18M 0.01%
67,350
+1,474
18 19
20
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