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
MEDP icon
1376
Medpace
MEDP
$15.8B
$129K ﹤0.01%
250
+1
BXP icon
1377
Boston Properties
BXP
$11.3B
$128K ﹤0.01%
1,724
+894
SNEX icon
1378
StoneX
SNEX
$5.1B
$128K ﹤0.01%
+1,269
ATEC icon
1379
Alphatec Holdings
ATEC
$2.97B
$128K ﹤0.01%
8,804
-3,700
TDTT icon
1380
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.54B
$128K ﹤0.01%
5,251
CHRW icon
1381
C.H. Robinson
CHRW
$18.6B
$128K ﹤0.01%
964
+389
TFLO icon
1382
iShares Treasury Floating Rate Bond ETF
TFLO
$6.51B
$128K ﹤0.01%
2,522
-1,154
FNF icon
1383
Fidelity National Financial
FNF
$15.8B
$127K ﹤0.01%
2,107
+1,367
NVTS icon
1384
Navitas Semiconductor
NVTS
$1.87B
$127K ﹤0.01%
17,598
+7,500
HEI.A icon
1385
HEICO Corp Class A
HEI.A
$33.7B
$127K ﹤0.01%
500
+100
AMTM
1386
Amentum Holdings
AMTM
$7.15B
$127K ﹤0.01%
5,300
+2,061
DFE icon
1387
WisdomTree Europe SmallCap Dividend Fund
DFE
$163M
$127K ﹤0.01%
1,800
PFFD icon
1388
Global X US Preferred ETF
PFFD
$2.24B
$126K ﹤0.01%
6,510
-3,712
ADMA icon
1389
ADMA Biologics
ADMA
$4.68B
$126K ﹤0.01%
8,607
-158
JPST icon
1390
JPMorgan Ultra-Short Income ETF
JPST
$35.4B
$126K ﹤0.01%
2,478
+540
TCBI icon
1391
Texas Capital Bancshares
TCBI
$4.38B
$125K ﹤0.01%
1,484
+684
CRDO icon
1392
Credo Technology Group
CRDO
$26.1B
$125K ﹤0.01%
861
+111
MAA icon
1393
Mid-America Apartment Communities
MAA
$15.4B
$125K ﹤0.01%
897
+697
LECO icon
1394
Lincoln Electric
LECO
$13.3B
$125K ﹤0.01%
530
+117
HST icon
1395
Host Hotels & Resorts
HST
$12.7B
$125K ﹤0.01%
7,317
+5,358
ALG icon
1396
Alamo Group
ALG
$2.16B
$124K ﹤0.01%
650
ATGE icon
1397
Adtalem Global Education
ATGE
$3.55B
$124K ﹤0.01%
800
-118
IHF icon
1398
iShares US Healthcare Providers ETF
IHF
$777M
$123K ﹤0.01%
2,500
-25
MGTX icon
1399
MeiraGTx Holdings
MGTX
$716M
$123K ﹤0.01%
15,000
POOL icon
1400
Pool Corp
POOL
$8.83B
$123K ﹤0.01%
398
+119
54 55
56
57 58