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
AUR icon
1151
Aurora
AUR
$8.36B
$215K ﹤0.01%
39,880
-21,021
SCHI icon
1152
Schwab 5-10 Year Corporate Bond ETF
SCHI
$10.2B
$215K ﹤0.01%
9,295
+8,471
KWEB icon
1153
KraneShares CSI China Internet ETF
KWEB
$6.6B
$214K ﹤0.01%
5,096
+796
GAM
1154
General American Investors Company
GAM
$1.42B
$214K ﹤0.01%
3,439
CNX icon
1155
CNX Resources
CNX
$5.86B
$213K ﹤0.01%
6,634
-70
HALO icon
1156
Halozyme
HALO
$7.62B
$212K ﹤0.01%
2,891
+329
PPA icon
1157
Invesco Aerospace & Defense ETF
PPA
$7.99B
$211K ﹤0.01%
1,359
+2
SURG icon
1158
SurgePays
SURG
$21.5M
$211K ﹤0.01%
+75,000
IEI icon
1159
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$209K ﹤0.01%
1,745
+1,293
SCHH icon
1160
Schwab US REIT ETF
SCHH
$9.38B
$208K ﹤0.01%
9,666
-344
BDC icon
1161
Belden
BDC
$4.59B
$208K ﹤0.01%
1,730
ARTY
1162
iShares Future AI & Tech ETF
ARTY
$2.2B
$208K ﹤0.01%
4,543
+1,825
EXPE icon
1163
Expedia Group
EXPE
$27.8B
$208K ﹤0.01%
973
+528
PI icon
1164
Impinj
PI
$2.81B
$208K ﹤0.01%
1,150
-700
STAG icon
1165
STAG Industrial
STAG
$7.26B
$206K ﹤0.01%
5,841
+1,511
BY icon
1166
Byline Bancorp
BY
$1.37B
$206K ﹤0.01%
7,412
-676
VNO icon
1167
Vornado Realty Trust
VNO
$4.9B
$205K ﹤0.01%
5,064
+10
IVLU icon
1168
iShares MSCI Intl Value Factor ETF
IVLU
$3.75B
$205K ﹤0.01%
5,777
+3,685
RIO icon
1169
Rio Tinto
RIO
$148B
$205K ﹤0.01%
3,103
-93
IJUL icon
1170
Innovator International Developed Power Buffer ETF July
IJUL
$202M
$205K ﹤0.01%
+6,264
MP icon
1171
MP Materials
MP
$10.6B
$204K ﹤0.01%
3,042
+286
SNY icon
1172
Sanofi
SNY
$106B
$204K ﹤0.01%
4,318
-455
PJP icon
1173
Invesco Pharmaceuticals ETF
PJP
$398M
$203K ﹤0.01%
2,200
EJUL icon
1174
Innovator Emerging Markets Power Buffer ETF July
EJUL
$133M
$203K ﹤0.01%
+7,028
STLD icon
1175
Steel Dynamics
STLD
$25.6B
$203K ﹤0.01%
1,456
-121
45 46
47
48 49