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
CCO icon
751
Clear Channel Outdoor Holdings
CCO
$1.18B
$790K ﹤0.01%
500,000
CPSH icon
752
CPS Technologies
CPSH
$72.3M
$789K ﹤0.01%
221,024
FSS icon
753
Federal Signal
FSS
$6.75B
$788K ﹤0.01%
6,621
+559
BIZD icon
754
VanEck BDC Income ETF
BIZD
$1.43B
$785K ﹤0.01%
52,541
+2,734
STIP icon
755
iShares 0-5 Year TIPS Bond ETF
STIP
$14.1B
$769K ﹤0.01%
7,440
+1,330
MKTX icon
756
MarketAxess Holdings
MKTX
$6.36B
$766K ﹤0.01%
4,393
-167
RPM icon
757
RPM International
RPM
$13B
$764K ﹤0.01%
6,484
-1,985
TIP icon
758
iShares TIPS Bond ETF
TIP
$14.3B
$757K ﹤0.01%
6,807
+133
DOW icon
759
Dow Inc
DOW
$24.7B
$754K ﹤0.01%
32,870
+4,925
VRSN icon
760
VeriSign
VRSN
$21.6B
$753K ﹤0.01%
2,695
+219
ACGL icon
761
Arch Capital
ACGL
$33.7B
$749K ﹤0.01%
8,251
-428
CLS icon
762
Celestica
CLS
$30.6B
$740K ﹤0.01%
3,005
+684
GPC icon
763
Genuine Parts
GPC
$15.2B
$733K ﹤0.01%
5,291
+307
VTS icon
764
Vitesse Energy
VTS
$792M
$719K ﹤0.01%
30,965
+1,306
NHTC icon
765
Natural Health Trends
NHTC
$26.5M
$716K ﹤0.01%
160,000
-141,683
FNDA icon
766
Schwab Fundamental US Small Company Index ETF
FNDA
$9.39B
$713K ﹤0.01%
22,892
-1,996
IUSG icon
767
iShares Core S&P US Growth ETF
IUSG
$27.1B
$713K ﹤0.01%
4,333
-277
AEM icon
768
Agnico Eagle Mines
AEM
$111B
$711K ﹤0.01%
4,222
+743
TPL icon
769
Texas Pacific Land
TPL
$36.2B
$711K ﹤0.01%
2,283
-168
NDAQ icon
770
Nasdaq
NDAQ
$48.6B
$709K ﹤0.01%
8,015
-229
UYG icon
771
ProShares Ultra Financials
UYG
$654M
$709K ﹤0.01%
7,140
-999
HDV
772
iShares Core High Dividend ETF
HDV
$13.3B
$705K ﹤0.01%
5,761
-392
RDIV icon
773
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$939M
$705K ﹤0.01%
13,534
FCX icon
774
Freeport-McMoran
FCX
$88.4B
$699K ﹤0.01%
17,834
-9,401
KPLT icon
775
Katapult Holdings
KPLT
$28.8M
$699K ﹤0.01%
58,471
+4,249
29 30
31
32 33