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
CAG icon
1551
Conagra Brands
CAG
$7.85B
$88.6K ﹤0.01%
4,840
+1,470
JMTG
1552
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.51B
$88.2K ﹤0.01%
1,729
-19
BSCP
1553
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$88.1K ﹤0.01%
4,256
SHV icon
1554
iShares 0-1 Year Treasury Bond ETF
SHV
$20B
$88K ﹤0.01%
796
-206
SIRI icon
1555
SiriusXM
SIRI
$7.36B
$87.4K ﹤0.01%
3,757
-79
TXNM
1556
TXNM Energy Inc
TXNM
$6.41B
$87.4K ﹤0.01%
1,546
LEN.B icon
1557
Lennar Class B
LEN.B
$22.2B
$87.4K ﹤0.01%
728
+528
QEFA icon
1558
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.01B
$87.1K ﹤0.01%
991
GQRE icon
1559
FlexShares Global Quality Real Estate Index Fund
GQRE
$349M
$87K ﹤0.01%
1,428
ICHR icon
1560
Ichor Holdings
ICHR
$1.44B
$87K ﹤0.01%
4,967
-2,902
BFH icon
1561
Bread Financial
BFH
$3.08B
$86.9K ﹤0.01%
1,558
-1,023
OSW icon
1562
OneSpaWorld
OSW
$2.07B
$86.9K ﹤0.01%
+4,109
BF.B icon
1563
Brown-Forman Class B
BF.B
$10.8B
$86.8K ﹤0.01%
3,205
+611
DT icon
1564
Dynatrace
DT
$11.4B
$86.8K ﹤0.01%
1,791
-3,593
PB icon
1565
Prosperity Bancshares
PB
$6.53B
$86.2K ﹤0.01%
1,299
-1,928
ASTS icon
1566
AST SpaceMobile
ASTS
$25.3B
$86.1K ﹤0.01%
1,755
+450
KBWB icon
1567
Invesco KBW Bank ETF
KBWB
$5.06B
$86K ﹤0.01%
+1,100
GXO icon
1568
GXO Logistics
GXO
$6.02B
$85.7K ﹤0.01%
1,621
+1,083
PNTG icon
1569
Pennant Group
PNTG
$1.14B
$85.7K ﹤0.01%
3,398
+2,946
IVES
1570
Dan IVES Wedbush AI Revolution ETF
IVES
$909M
$85.3K ﹤0.01%
2,655
+805
TCAF icon
1571
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$6.2B
$85.2K ﹤0.01%
2,259
+1,868
WMS icon
1572
Advanced Drainage Systems
WMS
$10.7B
$85.2K ﹤0.01%
614
+47
QCRH icon
1573
QCR Holdings
QCRH
$1.37B
$85.1K ﹤0.01%
1,125
YEXT icon
1574
Yext
YEXT
$643M
$85K ﹤0.01%
9,981
-3,607
MARB icon
1575
First Trust Merger Arbitrage ETF
MARB
$39.3M
$85K ﹤0.01%
+4,185
61 62
63
64 65