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
VOOG icon
1076
Vanguard S&P 500 Growth ETF
VOOG
$21.7B
$258K ﹤0.01%
593
+11
PSKY
1077
Paramount Skydance Corp
PSKY
$11B
$257K ﹤0.01%
+13,569
HRI icon
1078
Herc Holdings
HRI
$3.78B
$256K ﹤0.01%
2,191
+445
GMF icon
1079
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$380M
$254K ﹤0.01%
1,830
KRE icon
1080
State Street SPDR S&P Regional Banking ETF
KRE
$3.83B
$253K ﹤0.01%
4,000
-1,600
SUI icon
1081
Sun Communities
SUI
$16.8B
$252K ﹤0.01%
1,956
+1,495
DFUS icon
1082
Dimensional US Equity ETF
DFUS
$18.6B
$252K ﹤0.01%
3,474
-316
EXEL icon
1083
Exelixis
EXEL
$10.7B
$250K ﹤0.01%
6,065
+508
BUFR icon
1084
FT Vest Fund of Buffer ETFs
BUFR
$8.58B
$250K ﹤0.01%
+7,470
BKH icon
1085
Black Hills Corp
BKH
$5.29B
$249K ﹤0.01%
4,044
PTLC icon
1086
Pacer Trendpilot US Large Cap ETF
PTLC
$3.19B
$249K ﹤0.01%
4,543
EL icon
1087
Estee Lauder
EL
$31.6B
$248K ﹤0.01%
2,817
+812
POWL icon
1088
Powell Industries
POWL
$6.09B
$248K ﹤0.01%
814
-751
WOMN icon
1089
Impact Shares Womens Empowerment ETF Trading
WOMN
$57.5M
$248K ﹤0.01%
6,089
KIM icon
1090
Kimco Realty
KIM
$15.6B
$248K ﹤0.01%
11,328
+3,787
EMHY icon
1091
iShares JPMorgan EM High Yield Bond ETF
EMHY
$589M
$247K ﹤0.01%
6,223
+115
OBDC icon
1092
Blue Owl Capital
OBDC
$5.47B
$246K ﹤0.01%
19,250
+176
HSBC icon
1093
HSBC
HSBC
$283B
$246K ﹤0.01%
3,460
+3,233
ASO icon
1094
Academy Sports + Outdoors
ASO
$3.81B
$245K ﹤0.01%
4,907
-106
TBLL icon
1095
Invesco Short Term Treasury ETF
TBLL
$2.46B
$245K ﹤0.01%
2,318
ETV
1096
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.68B
$245K ﹤0.01%
17,162
SEI
1097
Solaris Energy Infrastructure
SEI
$2.62B
$244K ﹤0.01%
+6,110
VTRS icon
1098
Viatris
VTRS
$15.9B
$242K ﹤0.01%
24,456
+2,210
FERG icon
1099
Ferguson
FERG
$45.5B
$241K ﹤0.01%
1,075
+79
CASY icon
1100
Casey's General Stores
CASY
$24.9B
$241K ﹤0.01%
426
+246
42 43
44
45 46