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
SMLV icon
1226
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$208M
$182K ﹤0.01%
1,400
MAIN icon
1227
Main Street Capital
MAIN
$5.41B
$181K ﹤0.01%
2,847
HAS icon
1228
Hasbro
HAS
$11.4B
$178K ﹤0.01%
2,351
-758
WYNN icon
1229
Wynn Resorts
WYNN
$12.9B
$178K ﹤0.01%
1,384
+489
EAT icon
1230
Brinker International
EAT
$6.47B
$177K ﹤0.01%
1,394
+1,079
RGA icon
1231
Reinsurance Group of America
RGA
$13.3B
$176K ﹤0.01%
918
-241
PSMT icon
1232
Pricesmart
PSMT
$3.98B
$176K ﹤0.01%
1,454
-556
SCHC icon
1233
Schwab International Small-Cap Equity ETF
SCHC
$4.86B
$176K ﹤0.01%
3,858
-1,022
VPU icon
1234
Vanguard Utilities ETF
VPU
$7.85B
$175K ﹤0.01%
926
+193
CNH
1235
CNH Industrial
CNH
$12B
$175K ﹤0.01%
16,149
+43
USRT icon
1236
iShares Core US REIT ETF
USRT
$3.27B
$175K ﹤0.01%
2,983
+20
AVDV icon
1237
Avantis International Small Cap Value ETF
AVDV
$15B
$175K ﹤0.01%
1,964
TSPA icon
1238
T. Rowe Price US Equity Research ETF
TSPA
$2.11B
$175K ﹤0.01%
4,172
ESLT icon
1239
Elbit Systems
ESLT
$23.8B
$175K ﹤0.01%
343
+224
HXL icon
1240
Hexcel
HXL
$5.83B
$174K ﹤0.01%
2,783
+493
PEO
1241
Adams Natural Resources Fund
PEO
$579M
$174K ﹤0.01%
8,091
PRM icon
1242
Perimeter Solutions
PRM
$4.18B
$174K ﹤0.01%
7,750
+6,250
BG icon
1243
Bunge Global
BG
$17.8B
$173K ﹤0.01%
2,135
-34
UPRO icon
1244
ProShares UltraPro S&P 500
UPRO
$4.69B
$173K ﹤0.01%
1,551
+1
PBF icon
1245
PBF Energy
PBF
$3.46B
$172K ﹤0.01%
5,716
+149
JEPQ icon
1246
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.8B
$172K ﹤0.01%
2,988
-127
BTCO icon
1247
Invesco Galaxy Bitcoin ETF
BTCO
$699M
$171K ﹤0.01%
1,500
ABCB icon
1248
Ameris Bancorp
ABCB
$5.37B
$170K ﹤0.01%
2,325
+104
RAL
1249
Ralliant Corp
RAL
$5.74B
$170K ﹤0.01%
3,896
-721
SSO icon
1250
ProShares Ultra S&P500
SSO
$7.33B
$170K ﹤0.01%
3,026
-1,774
48 49
50
51 52