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
ILOW
601
AB International Low Volatility Equity ETF
ILOW
$1.66B
$1.7M ﹤0.01%
39,997
+3,183
GLDM icon
602
SPDR Gold MiniShares Trust
GLDM
$33.6B
$1.7M ﹤0.01%
22,225
+445
WTW icon
603
Willis Towers Watson
WTW
$27.4B
$1.69M ﹤0.01%
4,899
+195
GEN icon
604
Gen Digital
GEN
$12.9B
$1.69M ﹤0.01%
59,481
-2,374
ITA icon
605
iShares US Aerospace & Defense ETF
ITA
$16B
$1.68M ﹤0.01%
8,005
+1,545
ASND icon
606
Ascendis Pharma
ASND
$14B
$1.67M ﹤0.01%
8,378
ONEQ icon
607
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.03B
$1.67M ﹤0.01%
18,681
-281
USMV icon
608
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
$1.66M ﹤0.01%
17,441
-19
SOFI icon
609
SoFi Technologies
SOFI
$23.6B
$1.65M ﹤0.01%
62,626
+6,959
MGV icon
610
Vanguard Mega Cap Value ETF
MGV
$11.4B
$1.65M ﹤0.01%
11,978
+3,101
CNQ icon
611
Canadian Natural Resources
CNQ
$98.6B
$1.61M ﹤0.01%
50,252
+1,488
CBRE icon
612
CBRE Group
CBRE
$39.1B
$1.6M ﹤0.01%
10,125
+1,730
BALL icon
613
Ball Corp
BALL
$16.4B
$1.59M ﹤0.01%
31,501
+7,198
ATR icon
614
AptarGroup
ATR
$8.5B
$1.58M ﹤0.01%
11,786
+19
AM icon
615
Antero Midstream
AM
$10.9B
$1.57M ﹤0.01%
80,671
-232,961
ADM icon
616
Archer Daniels Midland
ADM
$34.1B
$1.56M ﹤0.01%
26,161
-3,535
ALAB icon
617
Astera Labs
ALAB
$21.2B
$1.56M ﹤0.01%
7,979
+24
ACWI icon
618
iShares MSCI ACWI ETF
ACWI
$28.3B
$1.53M ﹤0.01%
11,083
+998
QTEC icon
619
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.84B
$1.52M ﹤0.01%
6,629
CRL icon
620
Charles River Laboratories
CRL
$8.32B
$1.52M ﹤0.01%
9,728
-5,141
HLT icon
621
Hilton Worldwide
HLT
$68.1B
$1.52M ﹤0.01%
5,843
+468
SPYM
622
State Street SPDR Portfolio S&P 500 ETF
SPYM
$107B
$1.51M ﹤0.01%
19,249
+1,536
IJT icon
623
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.55B
$1.5M ﹤0.01%
10,633
-265
OI icon
624
O-I Glass
OI
$1.73B
$1.5M ﹤0.01%
115,978
DAL icon
625
Delta Air Lines
DAL
$38.6B
$1.5M ﹤0.01%
26,364
+3,884
23 24
25
26 27