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
DOC icon
1526
Healthpeak Properties
DOC
$11.6B
$92.9K ﹤0.01%
4,851
-591
BIO icon
1527
Bio-Rad Laboratories Class A
BIO
$8.31B
$92.8K ﹤0.01%
331
+234
FLQM icon
1528
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.78B
$92.6K ﹤0.01%
1,640
LLYVA icon
1529
Liberty Live Group Series A
LLYVA
$7.62B
$92.5K ﹤0.01%
981
-82
INDY icon
1530
iShares S&P India Nifty 50 Index Fund
INDY
$677M
$92.3K ﹤0.01%
1,814
-3,219
IAT icon
1531
iShares US Regional Banks ETF
IAT
$588M
$92K ﹤0.01%
1,752
+5
OSBC icon
1532
Old Second Bancorp
OSBC
$1.08B
$92K ﹤0.01%
5,320
NFRA icon
1533
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3B
$91.8K ﹤0.01%
1,459
ILCG icon
1534
iShares Morningstar Growth ETF
ILCG
$2.91B
$91.8K ﹤0.01%
880
FUTU icon
1535
Futu Holdings
FUTU
$22.5B
$91.7K ﹤0.01%
527
+462
GNL icon
1536
Global Net Lease
GNL
$1.82B
$91.5K ﹤0.01%
11,252
+10,063
FNCL icon
1537
Fidelity MSCI Financials Index ETF
FNCL
$2.44B
$91.4K ﹤0.01%
1,197
+1,112
AVEM icon
1538
Avantis Emerging Markets Equity ETF
AVEM
$15.2B
$91.3K ﹤0.01%
1,216
+823
NTNX icon
1539
Nutanix
NTNX
$12.9B
$91.2K ﹤0.01%
1,226
-1
AIT icon
1540
Applied Industrial Technologies
AIT
$9.87B
$91.1K ﹤0.01%
349
-7
U icon
1541
Unity
U
$19.4B
$91K ﹤0.01%
2,272
-464
BUSE icon
1542
First Busey Corp
BUSE
$2.23B
$90.7K ﹤0.01%
3,920
+2,070
HYGH icon
1543
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$444M
$90.7K ﹤0.01%
1,044
+67
HIMS icon
1544
Hims & Hers Health
HIMS
$8.25B
$90.4K ﹤0.01%
1,594
-528
FONR icon
1545
Fonar
FONR
$92.9M
$90.4K ﹤0.01%
+6,000
DJP icon
1546
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$628M
$90.3K ﹤0.01%
2,549
+740
OLLI icon
1547
Ollie's Bargain Outlet
OLLI
$6.99B
$89.6K ﹤0.01%
698
-294
VEGN icon
1548
US Vegan Climate ETF
VEGN
$131M
$89.2K ﹤0.01%
1,500
MQT icon
1549
BlackRock MuniYield Quality Fund II
MQT
$221M
$88.9K ﹤0.01%
8,861
ILCB icon
1550
iShares Morningstar US Equity ETF
ILCB
$1.17B
$88.7K ﹤0.01%
960
-520
60 61
62
63 64