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
RYLD icon
1576
Global X Russell 2000 Covered Call ETF
RYLD
$1.26B
$84.8K ﹤0.01%
5,633
APA icon
1577
APA Corp
APA
$12.2B
$84.1K ﹤0.01%
3,465
-125
IIM icon
1578
Invesco Value Municipal Income Trust
IIM
$600M
$83.9K ﹤0.01%
6,682
-9,826
OPLN
1579
Openlane
OPLN
$2.94B
$83.7K ﹤0.01%
2,907
+2,744
INFY icon
1580
Infosys
INFY
$53.7B
$83.5K ﹤0.01%
5,135
+700
GDDY icon
1581
GoDaddy
GDDY
$10.8B
$83.4K ﹤0.01%
610
+245
MATX icon
1582
Matsons
MATX
$4.56B
$83.2K ﹤0.01%
844
+480
TRMB icon
1583
Trimble
TRMB
$15.5B
$82.9K ﹤0.01%
1,015
+7
ETHA
1584
iShares Ethereum Trust ETF
ETHA
$7.02B
$82.5K ﹤0.01%
2,619
+2,048
SMG icon
1585
ScottsMiracle-Gro
SMG
$3.54B
$82.5K ﹤0.01%
1,448
+739
HMC icon
1586
Honda
HMC
$33.4B
$82.4K ﹤0.01%
2,677
+616
R icon
1587
Ryder
R
$7.41B
$82.1K ﹤0.01%
435
+1
PICK icon
1588
iShares MSCI Global Metals & Mining Producers ETF
PICK
$1.81B
$81.9K ﹤0.01%
1,840
+140
FUN icon
1589
Cedar Fair
FUN
$1.63B
$81.5K ﹤0.01%
3,588
+748
TEVA icon
1590
Teva Pharmaceuticals
TEVA
$33.3B
$81.2K ﹤0.01%
4,020
+540
NJR icon
1591
New Jersey Resources
NJR
$5.55B
$81K ﹤0.01%
1,682
+1,047
QQEW icon
1592
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.66B
$80.6K ﹤0.01%
571
SMMD icon
1593
iShares Russell 2500 ETF
SMMD
$2.29B
$80.4K ﹤0.01%
1,090
+140
FRO icon
1594
Frontline
FRO
$6.72B
$80.3K ﹤0.01%
+3,525
EXG icon
1595
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.75B
$80.2K ﹤0.01%
8,818
+103
POR icon
1596
Portland General Electric
POR
$6.19B
$79.9K ﹤0.01%
1,816
+1,216
MGC icon
1597
Vanguard Mega Cap 300 Index ETF
MGC
$9.11B
$79.8K ﹤0.01%
327
AKAM icon
1598
Akamai
AKAM
$15.6B
$79.5K ﹤0.01%
1,049
+500
SPAB icon
1599
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.02B
$79.3K ﹤0.01%
3,067
RBC icon
1600
RBC Bearings
RBC
$17B
$79.2K ﹤0.01%
203
+157