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
DLY
1201
DoubleLine Yield Opportunities Fund
DLY
$687M
$193K ﹤0.01%
12,815
AWRE icon
1202
Aware
AWRE
$28.4M
$193K ﹤0.01%
80,000
+10,000
REVG
1203
DELISTED
REV Group
REVG
$193K ﹤0.01%
3,401
+95
IMO icon
1204
Imperial Oil
IMO
$58.8B
$192K ﹤0.01%
2,120
+1,874
CYTK icon
1205
Cytokinetics
CYTK
$7.42B
$191K ﹤0.01%
3,484
+261
ARM icon
1206
Arm
ARM
$123B
$191K ﹤0.01%
1,350
+71
OSIS icon
1207
OSI Systems
OSIS
$4.54B
$191K ﹤0.01%
766
+8
EPR icon
1208
EPR Properties
EPR
$4.31B
$190K ﹤0.01%
3,279
+1,088
BROS icon
1209
Dutch Bros
BROS
$6.24B
$190K ﹤0.01%
3,634
-1,976
LW icon
1210
Lamb Weston
LW
$5.79B
$190K ﹤0.01%
3,275
+1,071
SLDB icon
1211
Solid Biosciences
SLDB
$598M
$189K ﹤0.01%
30,600
GLTR icon
1212
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$3.28B
$188K ﹤0.01%
1,136
+860
OCFC icon
1213
OceanFirst Financial
OCFC
$1.02B
$188K ﹤0.01%
10,691
+305
ABG icon
1214
Asbury Automotive
ABG
$3.8B
$188K ﹤0.01%
768
+20
SWX icon
1215
Southwest Gas
SWX
$6.32B
$187K ﹤0.01%
2,388
-42
BCO icon
1216
Brink's
BCO
$4.45B
$187K ﹤0.01%
1,598
+324
CUZ icon
1217
Cousins Properties
CUZ
$3.86B
$186K ﹤0.01%
6,436
+139
DFEM icon
1218
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$7.66B
$185K ﹤0.01%
5,769
REG icon
1219
Regency Centers
REG
$14.2B
$185K ﹤0.01%
2,538
+1,931
NUV icon
1220
Nuveen Municipal Value Fund
NUV
$1.9B
$185K ﹤0.01%
20,564
-9,700
EIS icon
1221
iShares MSCI Israel ETF
EIS
$847M
$185K ﹤0.01%
1,840
XT icon
1222
iShares Future Exponential Technologies ETF
XT
$3.5B
$184K ﹤0.01%
2,563
-951
FLO icon
1223
Flowers Foods
FLO
$1.86B
$183K ﹤0.01%
14,061
-304
AA icon
1224
Alcoa
AA
$17.5B
$182K ﹤0.01%
5,543
+874
EVR icon
1225
Evercore
EVR
$10.8B
$182K ﹤0.01%
539
+140
47 48
49
50 51