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
DOC icon
1526
Healthpeak Properties
DOC
$11.8B
$92.9K ﹤0.01%
4,851
-591
BIO icon
1527
Bio-Rad Laboratories Class A
BIO
$7.09B
$92.8K ﹤0.01%
331
+234
FLQM icon
1528
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.69B
$92.6K ﹤0.01%
1,640
LLYVA icon
1529
Liberty Live Group Series A
LLYVA
$8.28B
$92.5K ﹤0.01%
981
-82
INDY icon
1530
iShares S&P India Nifty 50 Index Fund
INDY
$581M
$92.3K ﹤0.01%
1,814
-3,219
IAT icon
1531
iShares US Regional Banks ETF
IAT
$565M
$92K ﹤0.01%
1,752
+5
OSBC icon
1532
Old Second Bancorp
OSBC
$1.03B
$92K ﹤0.01%
5,320
NFRA icon
1533
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.02B
$91.8K ﹤0.01%
1,459
ILCG icon
1534
iShares Morningstar Growth ETF
ILCG
$2.73B
$91.8K ﹤0.01%
880
FUTU icon
1535
Futu Holdings
FUTU
$19.7B
$91.7K ﹤0.01%
527
+462
GNL icon
1536
Global Net Lease
GNL
$2.01B
$91.5K ﹤0.01%
11,252
+10,063
FNCL icon
1537
Fidelity MSCI Financials Index ETF
FNCL
$2.19B
$91.4K ﹤0.01%
1,197
+1,112
AVEM icon
1538
Avantis Emerging Markets Equity ETF
AVEM
$20B
$91.3K ﹤0.01%
1,216
+823
NTNX icon
1539
Nutanix
NTNX
$10.4B
$91.2K ﹤0.01%
1,226
-1
AIT icon
1540
Applied Industrial Technologies
AIT
$9.54B
$91.1K ﹤0.01%
349
-7
U icon
1541
Unity
U
$8.41B
$91K ﹤0.01%
2,272
-464
BUSE icon
1542
First Busey Corp
BUSE
$2.13B
$90.7K ﹤0.01%
3,920
+2,070
HYGH icon
1543
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$450M
$90.7K ﹤0.01%
1,044
+67
HIMS icon
1544
Hims & Hers Health
HIMS
$5.65B
$90.4K ﹤0.01%
1,594
-528
FONR icon
1545
Fonar
FONR
$116M
$90.4K ﹤0.01%
+6,000
DJP icon
1546
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$806M
$90.3K ﹤0.01%
2,549
+740
OLLI icon
1547
Ollie's Bargain Outlet
OLLI
$6.7B
$89.6K ﹤0.01%
698
-294
VEGN icon
1548
US Vegan Climate ETF
VEGN
$132M
$89.2K ﹤0.01%
1,500
MQT
1549
DELISTED
BlackRock MuniYield Quality Fund II
MQT
$88.9K ﹤0.01%
8,861
ILCB icon
1550
iShares Morningstar US Equity ETF
ILCB
$1.12B
$88.7K ﹤0.01%
960
-520
60 61
62
63 64