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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
VNQI icon
1601
Vanguard Global ex-US Real Estate ETF
VNQI
$3.37B
$79.2K ﹤0.01%
1,659
+576
MGEE icon
1602
MGE Energy Inc
MGEE
$2.93B
$79.2K ﹤0.01%
940
+3
MGM icon
1603
MGM Resorts International
MGM
$12B
$78.9K ﹤0.01%
2,277
-556
AHR icon
1604
American Healthcare REIT
AHR
$9.68B
$78.6K ﹤0.01%
1,872
+1,153
BATRA icon
1605
Atlanta Braves Holdings Series A
BATRA
$3.51B
$78.5K ﹤0.01%
1,726
+1,023
VOTE icon
1606
TCW Transform 500 ETF
VOTE
$1.05B
$78.5K ﹤0.01%
1,000
AIA icon
1607
iShares Asia 50 ETF
AIA
$4.89B
$77.9K ﹤0.01%
+823
PFSI icon
1608
PennyMac Financial
PFSI
$4.16B
$77.8K ﹤0.01%
+628
NXST icon
1609
Nexstar Media Group
NXST
$5.3B
$77.6K ﹤0.01%
392
+268
TDC icon
1610
Teradata
TDC
$3.11B
$77.3K ﹤0.01%
3,593
+2,483
MBC icon
1611
MasterBrand
MBC
$1.13B
$76.5K ﹤0.01%
5,812
+2,153
BJ icon
1612
BJs Wholesale Club
BJ
$11.8B
$76.4K ﹤0.01%
819
-289
VFC icon
1613
VF Corp
VFC
$6.43B
$76.1K ﹤0.01%
5,272
-2,476
STLA icon
1614
Stellantis
STLA
$19B
$75.8K ﹤0.01%
8,193
+8,142
EEMV icon
1615
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.54B
$75.8K ﹤0.01%
1,187
+173
VCLT icon
1616
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.27B
$75.6K ﹤0.01%
973
+14
PETS icon
1617
PetMed Express
PETS
$36.7M
$75.3K ﹤0.01%
+30,000
OGN icon
1618
Organon & Co
OGN
$3.51B
$75.3K ﹤0.01%
7,050
-3,654
CHE icon
1619
Chemed
CHE
$5.77B
$75.2K ﹤0.01%
168
-1
IREN icon
1620
Iris Energy
IREN
$18.4B
$75.1K ﹤0.01%
1,600
+850
WBS icon
1621
Webster Financial
WBS
$11.6B
$74.7K ﹤0.01%
1,257
-1,250
BIDU icon
1622
Baidu
BIDU
$40B
$74.7K ﹤0.01%
567
-451
AOR icon
1623
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.55B
$74.6K ﹤0.01%
1,159
+1
FXH icon
1624
First Trust Health Care AlphaDEX Fund
FXH
$887M
$74.6K ﹤0.01%
680
MNTN
1625
MNTN Inc
MNTN
$631M
$74.2K ﹤0.01%
4,000
63 64
65
66 67