CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
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
+$247M
2
+$181M
3
+$154M
4
META icon
Meta Platforms (Facebook)
META
+$131M
5
TMO icon
Thermo Fisher Scientific
TMO
+$121M

Top Sells

1
+$315M
2
+$229M
3
+$202M
4
CRM icon
Salesforce
CRM
+$182M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$142M

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
HOLX icon
926
Hologic
HOLX
$16.7B
$416K ﹤0.01%
6,159
+965
MTB icon
927
M&T Bank
MTB
$31.5B
$415K ﹤0.01%
2,099
+260
BAH icon
928
Booz Allen Hamilton
BAH
$11.2B
$415K ﹤0.01%
4,150
-140
LII icon
929
Lennox International
LII
$17.4B
$411K ﹤0.01%
777
+43
KTOS icon
930
Kratos Defense & Security Solutions
KTOS
$12.7B
$410K ﹤0.01%
4,491
+3,615
WOOD icon
931
iShares Global Timber & Forestry ETF
WOOD
$232M
$408K ﹤0.01%
5,560
DRLL icon
932
Strive US Energy ETF
DRLL
$242M
$406K ﹤0.01%
14,133
BBIO icon
933
BridgeBio Pharma
BBIO
$14.4B
$403K ﹤0.01%
7,759
+6,156
FNB icon
934
FNB Corp
FNB
$6.27B
$403K ﹤0.01%
24,994
+5,940
NVR icon
935
NVR
NVR
$20.8B
$402K ﹤0.01%
50
FMC icon
936
FMC
FMC
$1.63B
$400K ﹤0.01%
11,881
-19
DBX icon
937
Dropbox
DBX
$6.98B
$398K ﹤0.01%
13,166
+1,758
PDI icon
938
PIMCO Dynamic Income Fund
PDI
$7.4B
$396K ﹤0.01%
20,023
+5,763
OHI icon
939
Omega Healthcare
OHI
$13.1B
$392K ﹤0.01%
9,296
+4,292
PFG icon
940
Principal Financial Group
PFG
$19.9B
$391K ﹤0.01%
4,711
+411
FDS icon
941
Factset
FDS
$10.9B
$390K ﹤0.01%
1,360
-110
GATX icon
942
GATX Corp
GATX
$6.01B
$389K ﹤0.01%
2,223
-622
PNW icon
943
Pinnacle West Capital
PNW
$10.5B
$386K ﹤0.01%
4,307
+719
IDN icon
944
Intellicheck
IDN
$132M
$386K ﹤0.01%
74,189
+2,381
QQQM icon
945
Invesco NASDAQ 100 ETF
QQQM
$69.9B
$384K ﹤0.01%
1,552
+23
RKLB icon
946
Rocket Lab Corp
RKLB
$29.9B
$381K ﹤0.01%
7,948
+1,747
PSLV icon
947
Sprott Physical Silver Trust
PSLV
$12.8B
$379K ﹤0.01%
24,160
-100
MUSA icon
948
Murphy USA
MUSA
$7.54B
$379K ﹤0.01%
976
+165
FNDE icon
949
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.78B
$378K ﹤0.01%
10,465
+3,714
LNC icon
950
Lincoln National
LNC
$8.59B
$375K ﹤0.01%
9,305
+1,411
36 37
38
39 40