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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
HLN icon
1276
Haleon
HLN
$40.2B
$161K ﹤0.01%
17,906
+9,773
TDIV icon
1277
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.34B
$159K ﹤0.01%
1,615
+1,200
ARQT icon
1278
Arcutis Biotherapeutics
ARQT
$2.97B
$159K ﹤0.01%
8,434
+186
SNDK
1279
Sandisk
SNDK
$263B
$159K ﹤0.01%
1,414
+1,134
AGNC icon
1280
AGNC Investment
AGNC
$11.8B
$158K ﹤0.01%
16,168
+320
CCJ icon
1281
Cameco
CCJ
$41.4B
$158K ﹤0.01%
1,885
-1,134
BTI icon
1282
British American Tobacco
BTI
$133B
$158K ﹤0.01%
2,977
+526
BBWI icon
1283
Bath & Body Works
BBWI
$3.66B
$158K ﹤0.01%
6,116
+20
CACC icon
1284
Credit Acceptance
CACC
$5.58B
$156K ﹤0.01%
335
MRP
1285
Millrose Properties Inc
MRP
$4.86B
$156K ﹤0.01%
4,654
+1,616
AIVL icon
1286
WisdomTree US AI Enhanced Value Fund
AIVL
$396M
$156K ﹤0.01%
1,365
NTCT icon
1287
NETSCOUT
NTCT
$2.9B
$156K ﹤0.01%
6,034
-399,827
NGG icon
1288
National Grid
NGG
$81.3B
$156K ﹤0.01%
2,175
+227
GFF icon
1289
Griffon
GFF
$4.21B
$156K ﹤0.01%
2,046
+1,679
CAVA icon
1290
CAVA Group
CAVA
$9.73B
$155K ﹤0.01%
2,574
-1,871
LKQ icon
1291
LKQ Corp
LKQ
$6.48B
$155K ﹤0.01%
5,084
-3,344
DBEU icon
1292
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$736M
$155K ﹤0.01%
3,369
CNO icon
1293
CNO Financial Group
CNO
$4.67B
$154K ﹤0.01%
3,905
-2,674
UDR icon
1294
UDR
UDR
$12.9B
$154K ﹤0.01%
4,138
+1,107
DAKT icon
1295
Daktronics
DAKT
$1B
$154K ﹤0.01%
7,369
+2,201
OC icon
1296
Owens Corning
OC
$9.4B
$154K ﹤0.01%
1,089
-25
URA icon
1297
Global X Uranium ETF
URA
$5.97B
$154K ﹤0.01%
3,225
+2,158
SMCI icon
1298
Super Micro Computer
SMCI
$17.6B
$154K ﹤0.01%
3,206
+339
TPH
1299
DELISTED
Tri Pointe Homes
TPH
$153K ﹤0.01%
4,492
+124
PENN icon
1300
PENN Entertainment
PENN
$2.88B
$152K ﹤0.01%
7,902
-114
50 51
52
53 54