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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
UEC icon
1301
Uranium Energy
UEC
$4.89B
$152K ﹤0.01%
11,357
+9,957
TLTD icon
1302
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$653M
$151K ﹤0.01%
1,706
VIGI icon
1303
Vanguard International Dividend Appreciation ETF
VIGI
$8.7B
$150K ﹤0.01%
1,677
+1,418
IXN icon
1304
iShares Global Tech ETF
IXN
$8.99B
$150K ﹤0.01%
1,449
+201
XLB icon
1305
State Street Materials Select Sector SPDR ETF
XLB
$7.67B
$149K ﹤0.01%
3,330
-348
CIVI
1306
DELISTED
Civitas Resources
CIVI
$149K ﹤0.01%
4,588
-2,569
NYT icon
1307
New York Times
NYT
$11.7B
$149K ﹤0.01%
2,595
+950
EEFT icon
1308
Euronet Worldwide
EEFT
$2.42B
$148K ﹤0.01%
1,686
-30
VGIT icon
1309
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.9B
$148K ﹤0.01%
2,466
-114
WHR icon
1310
Whirlpool
WHR
$2.61B
$148K ﹤0.01%
1,882
-114
FWONA icon
1311
Liberty Media Series A
FWONA
$20.5B
$148K ﹤0.01%
1,550
+478
MGY icon
1312
Magnolia Oil & Gas
MGY
$5.17B
$147K ﹤0.01%
6,174
+173
HBM icon
1313
Hudbay
HBM
$10.2B
$147K ﹤0.01%
9,714
+2,215
EWBC icon
1314
East-West Bancorp
EWBC
$17.6B
$147K ﹤0.01%
1,378
+471
BURL icon
1315
Burlington
BURL
$21.2B
$147K ﹤0.01%
576
-121
CGC
1316
Canopy Growth
CGC
$419M
$146K ﹤0.01%
100,032
+99,753
FDIS icon
1317
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.65B
$146K ﹤0.01%
1,417
+1,294
IGM icon
1318
iShares Expanded Tech Sector ETF
IGM
$10.3B
$146K ﹤0.01%
1,157
+89
CR icon
1319
Crane Co
CR
$11.5B
$145K ﹤0.01%
790
-20
PDD icon
1320
Pinduoduo
PDD
$112B
$144K ﹤0.01%
1,092
-244
AEIS icon
1321
Advanced Energy
AEIS
$13.2B
$144K ﹤0.01%
848
+847
RSPS icon
1322
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$238M
$144K ﹤0.01%
4,935
+1,435
IFF icon
1323
International Flavors & Fragrances
IFF
$19.3B
$144K ﹤0.01%
2,340
-137
RELX icon
1324
RELX
RELX
$59.1B
$144K ﹤0.01%
3,015
+1,446
PPLT icon
1325
abrdn Physical Platinum Shares ETF
PPLT
$1.99B
$143K ﹤0.01%
10,000
+3,000
51 52
53
54 55