CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
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
+$247M
2
+$181M
3
+$154M
4
META icon
Meta Platforms (Facebook)
META
+$131M
5
TMO icon
Thermo Fisher Scientific
TMO
+$121M

Top Sells

1
+$315M
2
+$229M
3
+$202M
4
CRM icon
Salesforce
CRM
+$182M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$142M

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
DLY
1201
DoubleLine Yield Opportunities Fund
DLY
$710M
$193K ﹤0.01%
12,815
AWRE icon
1202
Aware
AWRE
$45.1M
$193K ﹤0.01%
80,000
+10,000
REVG icon
1203
REV Group
REVG
$2.85B
$193K ﹤0.01%
3,401
+95
IMO icon
1204
Imperial Oil
IMO
$45.7B
$192K ﹤0.01%
2,120
+1,874
CYTK icon
1205
Cytokinetics
CYTK
$7.75B
$191K ﹤0.01%
3,484
+261
ARM icon
1206
Arm
ARM
$139B
$191K ﹤0.01%
1,350
+71
OSIS icon
1207
OSI Systems
OSIS
$4.4B
$191K ﹤0.01%
766
+8
EPR icon
1208
EPR Properties
EPR
$3.81B
$190K ﹤0.01%
3,279
+1,088
BROS icon
1209
Dutch Bros
BROS
$7.77B
$190K ﹤0.01%
3,634
-1,976
LW icon
1210
Lamb Weston
LW
$8.31B
$190K ﹤0.01%
3,275
+1,071
SLDB icon
1211
Solid Biosciences
SLDB
$457M
$189K ﹤0.01%
30,600
GLTR icon
1212
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.38B
$188K ﹤0.01%
1,136
+860
OCFC icon
1213
OceanFirst Financial
OCFC
$1.16B
$188K ﹤0.01%
10,691
+305
ABG icon
1214
Asbury Automotive
ABG
$4.74B
$188K ﹤0.01%
768
+20
SWX icon
1215
Southwest Gas
SWX
$5.78B
$187K ﹤0.01%
2,388
-42
BCO icon
1216
Brink's
BCO
$4.96B
$187K ﹤0.01%
1,598
+324
CUZ icon
1217
Cousins Properties
CUZ
$4.22B
$186K ﹤0.01%
6,436
+139
DFEM icon
1218
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.68B
$185K ﹤0.01%
5,769
REG icon
1219
Regency Centers
REG
$12.4B
$185K ﹤0.01%
2,538
+1,931
NUV icon
1220
Nuveen Municipal Value Fund
NUV
$1.88B
$185K ﹤0.01%
20,564
-9,700
EIS icon
1221
iShares MSCI Israel ETF
EIS
$575M
$185K ﹤0.01%
1,840
XT icon
1222
iShares Future Exponential Technologies ETF
XT
$3.69B
$184K ﹤0.01%
2,563
-951
FLO icon
1223
Flowers Foods
FLO
$2.28B
$183K ﹤0.01%
14,061
-304
AA icon
1224
Alcoa
AA
$11.9B
$182K ﹤0.01%
5,543
+874
EVR icon
1225
Evercore
EVR
$13B
$182K ﹤0.01%
539
+140
47 48
49
50 51