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
MTUM icon
876
iShares MSCI USA Momentum Factor ETF
MTUM
$20.8B
$477K ﹤0.01%
1,860
+339
PSIL icon
877
AdvisorShares Psychedelics ETF
PSIL
$20.7M
$475K ﹤0.01%
25,019
+12,145
LULU icon
878
lululemon athletica
LULU
$19.1B
$469K ﹤0.01%
2,637
-403
VEGI icon
879
iShares MSCI Agriculture Producers ETF
VEGI
$114M
$468K ﹤0.01%
11,930
WEX icon
880
WEX
WEX
$5.45B
$466K ﹤0.01%
2,961
-384
FE icon
881
FirstEnergy
FE
$29.3B
$466K ﹤0.01%
10,166
+2,812
UAL icon
882
United Airlines
UAL
$29.3B
$465K ﹤0.01%
4,821
+1,282
ALGN icon
883
Align Technology
ALGN
$12.1B
$463K ﹤0.01%
3,700
-145,297
SHLD icon
884
Global X Defense Tech ETF
SHLD
$7.84B
$461K ﹤0.01%
+6,560
SCHV icon
885
Schwab US Large-Cap Value ETF
SCHV
$15.1B
$460K ﹤0.01%
15,788
-49
CMS icon
886
CMS Energy
CMS
$23.4B
$458K ﹤0.01%
6,248
-1,157
PSTG icon
887
Everpure, Inc.
PSTG
$20.2B
$458K ﹤0.01%
5,460
+58
HEI icon
888
HEICO Corp
HEI
$42.7B
$456K ﹤0.01%
1,413
ACM icon
889
Aecom
ACM
$11.8B
$456K ﹤0.01%
3,495
+2,593
AER icon
890
AerCap
AER
$22.9B
$455K ﹤0.01%
3,764
+1,338
QLD icon
891
ProShares Ultra QQQ
QLD
$9.84B
$454K ﹤0.01%
6,618
-14,720
PAR icon
892
PAR Technology
PAR
$691M
$452K ﹤0.01%
11,415
-5,701
CGW icon
893
Invesco S&P Global Water Index ETF
CGW
$1.03B
$452K ﹤0.01%
7,033
+94
RHI icon
894
Robert Half
RHI
$2.35B
$450K ﹤0.01%
13,250
-2,267
STRV icon
895
Strive 500 ETF
STRV
$1.01B
$450K ﹤0.01%
10,413
ESGU icon
896
iShares ESG Aware MSCI USA ETF
ESGU
$15.5B
$450K ﹤0.01%
3,089
EA icon
897
Electronic Arts
EA
$50.1B
$449K ﹤0.01%
2,227
+388
IMCB icon
898
iShares Morningstar Mid-Cap ETF
IMCB
$1.46B
$448K ﹤0.01%
5,394
-1,870
TBLU
899
Tortoise Global Water Fund
TBLU
$54.9M
$448K ﹤0.01%
8,400
BNDX icon
900
Vanguard Total International Bond ETF
BNDX
$77.1B
$447K ﹤0.01%
9,047
-2,143
34 35
36
37 38