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
REXR icon
1176
Rexford Industrial Realty
REXR
$8.08B
$202K ﹤0.01%
4,919
+4,646
AMX icon
1177
America Movil
AMX
$69.3B
$201K ﹤0.01%
9,593
-2,400
ETH
1178
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.66B
$201K ﹤0.01%
5,130
+850
CMC icon
1179
Commercial Metals
CMC
$6.95B
$200K ﹤0.01%
3,497
+998
ADX icon
1180
Adams Diversified Equity Fund
ADX
$2.78B
$200K ﹤0.01%
8,957
+7,981
JXN icon
1181
Jackson Financial
JXN
$7.39B
$199K ﹤0.01%
1,965
+541
IBKR icon
1182
Interactive Brokers
IBKR
$29.6B
$198K ﹤0.01%
2,880
-1,008
FSK icon
1183
FS KKR Capital
FSK
$2.88B
$198K ﹤0.01%
13,265
-1,000
DLS icon
1184
WisdomTree International SmallCap Dividend Fund
DLS
$1B
$198K ﹤0.01%
2,487
+89
MRNA icon
1185
Moderna
MRNA
$21.7B
$197K ﹤0.01%
7,639
-756
HTZWW
1186
Hertz Global Holdings Warrants
HTZWW
$177M
$197K ﹤0.01%
53,253
+27
VTIP icon
1187
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.4B
$197K ﹤0.01%
3,890
-625
ALV icon
1188
Autoliv
ALV
$7.8B
$197K ﹤0.01%
1,594
CGUS icon
1189
Capital Group Core Equity ETF
CGUS
$8.87B
$197K ﹤0.01%
4,976
+2,206
AVT icon
1190
Avnet
AVT
$4.94B
$197K ﹤0.01%
3,760
-640
IGLB icon
1191
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.69B
$196K ﹤0.01%
3,811
+64
MOG.A icon
1192
Moog Inc Class A
MOG.A
$9.74B
$196K ﹤0.01%
944
+267
BGRN icon
1193
iShares USD Green Bond ETF
BGRN
$449M
$196K ﹤0.01%
4,070
NEOG icon
1194
Neogen
NEOG
$2.09B
$196K ﹤0.01%
34,289
-1,101
COLB icon
1195
Columbia Banking Systems
COLB
$7.82B
$195K ﹤0.01%
7,595
+347
SIGA icon
1196
SIGA Technologies
SIGA
$389M
$195K ﹤0.01%
21,316
USPH icon
1197
US Physical Therapy
USPH
$1.21B
$194K ﹤0.01%
2,289
+10
SNCY icon
1198
Sun Country Airlines
SNCY
$853M
$194K ﹤0.01%
16,448
+469
HRB icon
1199
H&R Block
HRB
$3.87B
$194K ﹤0.01%
3,835
+348
ZION icon
1200
Zions Bancorporation
ZION
$7.99B
$194K ﹤0.01%
3,425
+1,606
46 47
48
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