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
COIN icon
901
Coinbase
COIN
$52.5B
$445K ﹤0.01%
1,319
+220
HII icon
902
Huntington Ingalls Industries
HII
$16.4B
$443K ﹤0.01%
1,538
-159
OKLO
903
Oklo
OKLO
$9.81B
$441K ﹤0.01%
3,951
+1,852
NESR
904
National Energy Services Reunited Corp
NESR
$2.11B
$440K ﹤0.01%
42,924
PCAR icon
905
PACCAR
PCAR
$62.6B
$440K ﹤0.01%
4,472
+1,908
GLXY
906
Galaxy Digital Inc
GLXY
$4.09B
$440K ﹤0.01%
13,000
-414
UNM icon
907
Unum
UNM
$11.9B
$437K ﹤0.01%
5,614
+909
TILT icon
908
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$1.9B
$436K ﹤0.01%
1,800
UMBF icon
909
UMB Financial
UMBF
$8.58B
$434K ﹤0.01%
3,668
+203
AIQ icon
910
Global X Artificial Intelligence & Technology ETF
AIQ
$7.79B
$434K ﹤0.01%
8,786
+2,600
SFBS icon
911
ServisFirst Bancshares
SFBS
$4.09B
$433K ﹤0.01%
5,377
CDW icon
912
CDW
CDW
$15.3B
$431K ﹤0.01%
2,708
-199
CINF icon
913
Cincinnati Financial
CINF
$25.6B
$431K ﹤0.01%
2,724
+827
IBTF
914
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$430K ﹤0.01%
18,400
PRI icon
915
Primerica
PRI
$8.05B
$428K ﹤0.01%
1,542
+146
CCI icon
916
Crown Castle
CCI
$38.6B
$428K ﹤0.01%
4,434
-232
VWOB icon
917
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.03B
$427K ﹤0.01%
6,390
+354
SU icon
918
Suncor Energy
SU
$68B
$427K ﹤0.01%
10,221
+2,247
AI icon
919
C3.ai
AI
$1.3B
$427K ﹤0.01%
24,607
+4,446
TTE icon
920
TotalEnergies
TTE
$170B
$426K ﹤0.01%
7,140
+3,141
APO icon
921
Apollo Global Management
APO
$62.5B
$424K ﹤0.01%
3,178
+920
IUSV icon
922
iShares Core S&P US Value ETF
IUSV
$24.2B
$423K ﹤0.01%
4,228
-102
SSD icon
923
Simpson Manufacturing
SSD
$7.52B
$422K ﹤0.01%
2,521
-14
CBSH icon
924
Commerce Bancshares
CBSH
$7.18B
$421K ﹤0.01%
7,395
+1,024
UHS icon
925
Universal Health Services
UHS
$11.4B
$417K ﹤0.01%
2,041
+32
35 36
37
38 39