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
VGSH icon
951
Vanguard Short-Term Treasury ETF
VGSH
$27.9B
$374K ﹤0.01%
6,354
+67
IDU icon
952
iShares US Utilities ETF
IDU
$1.46B
$373K ﹤0.01%
3,367
-437
HGER icon
953
Harbor Commodity All-Weather Strategy ETF
HGER
$2.28B
$372K ﹤0.01%
14,430
+5,278
VTWO icon
954
Vanguard Russell 2000 ETF
VTWO
$14.1B
$372K ﹤0.01%
3,800
-32
ACI icon
955
Albertsons Companies
ACI
$8.45B
$370K ﹤0.01%
21,121
+13,654
IDEV icon
956
iShares Core MSCI International Developed Markets ETF
IDEV
$28.1B
$369K ﹤0.01%
4,601
+4,384
EBAY icon
957
eBay
EBAY
$41.1B
$366K ﹤0.01%
4,021
+1,137
IDA icon
958
Idacorp
IDA
$7.72B
$365K ﹤0.01%
2,763
+73
VAMO icon
959
Cambria Value and Momentum ETF
VAMO
$80.4M
$364K ﹤0.01%
10,904
+7,151
BTC
960
Grayscale Bitcoin Mini Trust ETF
BTC
$3.08B
$364K ﹤0.01%
7,190
-1,844
CNC icon
961
Centene
CNC
$17.9B
$363K ﹤0.01%
10,172
+2,024
ARKK icon
962
ARK Innovation ETF
ARKK
$6.53B
$363K ﹤0.01%
4,203
-29
ATO icon
963
Atmos Energy
ATO
$30.3B
$361K ﹤0.01%
2,115
-247
IPST
964
IP Strategy Holdings, Inc. Common Stock
IPST
$4.58M
$361K ﹤0.01%
+22,000
EPAM icon
965
EPAM Systems
EPAM
$7.7B
$358K ﹤0.01%
2,374
-55
ONB icon
966
Old National Bancorp
ONB
$8.62B
$355K ﹤0.01%
16,160
-1,371
PKW icon
967
Invesco BuyBack Achievers ETF
PKW
$1.59B
$352K ﹤0.01%
2,656
PCTY icon
968
Paylocity
PCTY
$6.13B
$352K ﹤0.01%
2,208
-82
LABU icon
969
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$515M
$351K ﹤0.01%
+3,750
IMRX icon
970
Immuneering
IMRX
$363M
$350K ﹤0.01%
50,051
+35,051
DVA icon
971
DaVita
DVA
$10.1B
$349K ﹤0.01%
2,628
+432
BBY icon
972
Best Buy
BBY
$13.6B
$346K ﹤0.01%
4,581
-4,963
DON icon
973
WisdomTree US MidCap Dividend Fund
DON
$3.75B
$345K ﹤0.01%
6,593
+1,502
WTV icon
974
WisdomTree US Value Fund
WTV
$2.47B
$343K ﹤0.01%
3,774
CTRA icon
975
Coterra Energy
CTRA
$23.8B
$343K ﹤0.01%
14,504
-497
37 38
39
40 41