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
SMLV icon
1226
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$207M
$182K ﹤0.01%
1,400
MAIN icon
1227
Main Street Capital
MAIN
$4.94B
$181K ﹤0.01%
2,847
HAS icon
1228
Hasbro
HAS
$13.5B
$178K ﹤0.01%
2,351
-758
WYNN icon
1229
Wynn Resorts
WYNN
$10.3B
$178K ﹤0.01%
1,384
+489
EAT icon
1230
Brinker International
EAT
$6.13B
$177K ﹤0.01%
1,394
+1,079
RGA icon
1231
Reinsurance Group of America
RGA
$13.4B
$176K ﹤0.01%
918
-241
PSMT icon
1232
Pricesmart
PSMT
$4.5B
$176K ﹤0.01%
1,454
-556
SCHC icon
1233
Schwab International Small-Cap Equity ETF
SCHC
$5.17B
$176K ﹤0.01%
3,858
-1,022
VPU icon
1234
Vanguard Utilities ETF
VPU
$8.67B
$175K ﹤0.01%
926
+193
CNH
1235
CNH Industrial
CNH
$13.4B
$175K ﹤0.01%
16,149
+43
USRT icon
1236
iShares Core US REIT ETF
USRT
$3.57B
$175K ﹤0.01%
2,983
+20
AVDV icon
1237
Avantis International Small Cap Value ETF
AVDV
$17.3B
$175K ﹤0.01%
1,964
TSPA icon
1238
T. Rowe Price US Equity Research ETF
TSPA
$2.12B
$175K ﹤0.01%
4,172
ESLT icon
1239
Elbit Systems
ESLT
$40.6B
$175K ﹤0.01%
343
+224
HXL icon
1240
Hexcel
HXL
$6.25B
$174K ﹤0.01%
2,783
+493
PEO
1241
Adams Natural Resources Fund
PEO
$737M
$174K ﹤0.01%
8,091
PRM icon
1242
Perimeter Solutions
PRM
$3.44B
$174K ﹤0.01%
7,750
+6,250
BG icon
1243
Bunge Global
BG
$24.3B
$173K ﹤0.01%
2,135
-34
UPRO icon
1244
ProShares UltraPro S&P 500
UPRO
$4.21B
$173K ﹤0.01%
1,551
+1
PBF icon
1245
PBF Energy
PBF
$5.05B
$172K ﹤0.01%
5,716
+149
JEPQ icon
1246
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$34.2B
$172K ﹤0.01%
2,988
-127
BTCO icon
1247
Invesco Galaxy Bitcoin ETF
BTCO
$566M
$171K ﹤0.01%
1,500
ABCB icon
1248
Ameris Bancorp
ABCB
$5.1B
$170K ﹤0.01%
2,325
+104
RAL
1249
Ralliant Corp
RAL
$4.8B
$170K ﹤0.01%
3,896
-721
SSO icon
1250
ProShares Ultra S&P500
SSO
$6.36B
$170K ﹤0.01%
3,026
-1,774
48 49
50
51 52