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
MEDP icon
1376
Medpace
MEDP
$12.7B
$129K ﹤0.01%
250
+1
BXP icon
1377
Boston Properties
BXP
$8.35B
$128K ﹤0.01%
1,724
+894
SNEX icon
1378
StoneX
SNEX
$5.35B
$128K ﹤0.01%
+1,269
ATEC icon
1379
Alphatec Holdings
ATEC
$1.86B
$128K ﹤0.01%
8,804
-3,700
TDTT icon
1380
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.55B
$128K ﹤0.01%
5,251
CHRW icon
1381
C.H. Robinson
CHRW
$20B
$128K ﹤0.01%
964
+389
TFLO icon
1382
iShares Treasury Floating Rate Bond ETF
TFLO
$6.4B
$128K ﹤0.01%
2,522
-1,154
FNF icon
1383
Fidelity National Financial
FNF
$12.8B
$127K ﹤0.01%
2,107
+1,367
NVTS icon
1384
Navitas Semiconductor
NVTS
$2.31B
$127K ﹤0.01%
17,598
+7,500
HEI.A icon
1385
HEICO Corp Class A
HEI.A
$31B
$127K ﹤0.01%
500
+100
AMTM
1386
Amentum Holdings
AMTM
$6.77B
$127K ﹤0.01%
5,300
+2,061
DFE icon
1387
WisdomTree Europe SmallCap Dividend Fund
DFE
$156M
$127K ﹤0.01%
1,800
PFFD icon
1388
Global X US Preferred ETF
PFFD
$2.18B
$126K ﹤0.01%
6,510
-3,712
ADMA icon
1389
ADMA Biologics
ADMA
$3.58B
$126K ﹤0.01%
8,607
-158
JPST icon
1390
JPMorgan Ultra-Short Income ETF
JPST
$37.6B
$126K ﹤0.01%
2,478
+540
TCBI icon
1391
Texas Capital Bancshares
TCBI
$4.08B
$125K ﹤0.01%
1,484
+684
CRDO icon
1392
Credo Technology Group
CRDO
$21.2B
$125K ﹤0.01%
861
+111
MAA icon
1393
Mid-America Apartment Communities
MAA
$14.9B
$125K ﹤0.01%
897
+697
LECO icon
1394
Lincoln Electric
LECO
$14.1B
$125K ﹤0.01%
530
+117
HST icon
1395
Host Hotels & Resorts
HST
$12.8B
$125K ﹤0.01%
7,317
+5,358
ALG icon
1396
Alamo Group
ALG
$2.05B
$124K ﹤0.01%
650
CVSA
1397
Covista Inc.
CVSA
$3.59B
$124K ﹤0.01%
800
-118
IHF icon
1398
iShares US Healthcare Providers ETF
IHF
$695M
$123K ﹤0.01%
2,500
-25
MGTX icon
1399
MeiraGTx Holdings
MGTX
$590M
$123K ﹤0.01%
15,000
POOL icon
1400
Pool Corp
POOL
$7.57B
$123K ﹤0.01%
398
+119
54 55
56
57 58