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
PIPR icon
1051
Piper Sandler
PIPR
$5.17B
$271K ﹤0.01%
781
-246
VRP icon
1052
Invesco Variable Rate Preferred ETF
VRP
$2.44B
$271K ﹤0.01%
10,970
+1,600
CWB icon
1053
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.25B
$271K ﹤0.01%
2,992
-25
SF icon
1054
Stifel
SF
$11.2B
$271K ﹤0.01%
2,384
+46
AVUV icon
1055
Avantis US Small Cap Value ETF
AVUV
$22.6B
$270K ﹤0.01%
2,712
+76
RBRK icon
1056
Rubrik
RBRK
$11.5B
$270K ﹤0.01%
3,281
+5
BMI icon
1057
Badger Meter
BMI
$4.3B
$269K ﹤0.01%
1,508
+11
IRT icon
1058
Independence Realty Trust
IRT
$3.85B
$269K ﹤0.01%
16,405
+4,815
VOX icon
1059
Vanguard Communication Services ETF
VOX
$5.94B
$269K ﹤0.01%
1,432
-44
KCE icon
1060
State Street SPDR S&P Capital Markets ETF
KCE
$449M
$269K ﹤0.01%
1,758
+4
IXUS icon
1061
iShares Core MSCI Total International Stock ETF
IXUS
$53.7B
$268K ﹤0.01%
3,246
+528
SCHM icon
1062
Schwab US Mid-Cap ETF
SCHM
$13.1B
$266K ﹤0.01%
8,984
-102
MTCH icon
1063
Match Group
MTCH
$7.12B
$266K ﹤0.01%
7,530
-1,164
TOLZ icon
1064
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$175M
$265K ﹤0.01%
4,888
-1,321
AES icon
1065
AES
AES
$10.1B
$264K ﹤0.01%
20,083
+5,834
MTN icon
1066
Vail Resorts
MTN
$4.84B
$263K ﹤0.01%
1,761
+334
SWK icon
1067
Stanley Black & Decker
SWK
$11.4B
$263K ﹤0.01%
3,537
+709
VMBS icon
1068
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
$263K ﹤0.01%
5,594
+2,860
ARCB icon
1069
ArcBest
ARCB
$2.09B
$262K ﹤0.01%
3,749
+1,062
XMHQ icon
1070
Invesco S&P MidCap Quality ETF
XMHQ
$5.13B
$261K ﹤0.01%
2,487
-875
VPL icon
1071
Vanguard FTSE Pacific ETF
VPL
$8.25B
$260K ﹤0.01%
2,956
+272
SON icon
1072
Sonoco
SON
$5.26B
$259K ﹤0.01%
6,006
+304
SHYG icon
1073
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.65B
$259K ﹤0.01%
5,974
+2,470
FNV icon
1074
Franco-Nevada
FNV
$50.6B
$258K ﹤0.01%
1,159
EVTR icon
1075
Eaton Vance Total Return Bond ETF
EVTR
$4.88B
$258K ﹤0.01%
5,018
-7
41 42
43
44 45