CIBC Private Wealth Group Portfolio holdings
AUM $56B
1-Year Return
20.35%
This Quarter Return
+10.58%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$51.1B
AUM Growth
+$3.84B
(+8.1%)
Cap. Flow
-$187M
Cap. Flow
% of AUM
-0.37%
Top 10 Holdings %
Top 10 Hldgs %
26.91%
Holding
3,085
New
1,933
Increased
452
Reduced
557
Closed
20
Top Buys
| 1 |
Old Dominion Freight Line
ODFL
|
+$689M |
| 2 |
Meta Platforms (Facebook)
META
|
+$203M |
| 3 |
NVIDIA
NVDA
|
+$163M |
| 4 |
Ulta Beauty
ULTA
|
+$108M |
| 5 |
McDonald's
MCD
|
+$103M |
Top Sells
| 1 |
Costco
COST
|
+$237M |
| 2 |
Toyota
TM
|
+$178M |
| 3 |
Apple
AAPL
|
+$103M |
| 4 |
Visa
V
|
+$100M |
| 5 |
Home Depot
HD
|
+$92.3M |
Sector Composition
| 1 | Technology | 25.36% |
| 2 | Healthcare | 12.75% |
| 3 | Financials | 12.17% |
| 4 | Industrials | 10.01% |
| 5 | Consumer Discretionary | 9.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1626
Interactive Brokers
IBKR
$27.7B
| $56.2K | ﹤0.01% |
+2,008
| New | +$56.2K |
|
1627
Vanguard Russell 1000 ETF
VONE
$6.84B
| $56.1K | ﹤0.01% |
+236
| New | +$56.1K |
|
1628
CleanSpark
CLSK
$2.87B
| $55.8K | ﹤0.01% |
+3,002
| New | +$55.8K |
|
1629
Genesco
GCO
$356M
| $55.6K | ﹤0.01% |
+2,000
| New | +$55.6K |
|
1630
Schwab US TIPS ETF
SCHP
$14.4B
| $55.4K | ﹤0.01% |
+2,142
| New | +$55.4K |
|
1631
Invesco Aerospace & Defense ETF
PPA
$6.38B
| $55.4K | ﹤0.01% |
+551
| New | +$55.4K |
|
1632
Nutanix
NTNX
$21B
| $55.3K | ﹤0.01% |
+888
| New | +$55.3K |
|
1633
Apple Hospitality REIT
APLE
$2.96B
| $55.2K | ﹤0.01% |
+3,383
| New | +$55.2K |
|
1634
Sprott Physical Silver Trust
PSLV
$8.04B
| $54.9K | ﹤0.01% |
+6,580
| New | +$54.9K |
|
1635
Diodes
DIOD
$2.53B
| $54.9K | ﹤0.01% |
+778
| New | +$54.9K |
|
1636
American Homes 4 Rent
AMH
$12.4B
| $54.9K | ﹤0.01% |
+1,510
| New | +$54.9K |
|
1637
Stantec
STN
$12.6B
| $54.9K | ﹤0.01% |
+668
| New | +$54.9K |
|
1638
WNS Holdings
WNS
$3.25B
| $54.8K | ﹤0.01% |
+1,073
| New | +$54.8K |
|
|
GTY
1639
Getty Realty Corp
GTY
$1.58B
| $54.8K | ﹤0.01% |
+2,006
| New | +$54.8K |
|
1640
iMGP DBi Managed Futures Strategy ETF
DBMF
$1.45B
| $54.8K | ﹤0.01% |
+1,892
| New | +$54.8K |
|
1641
M/I Homes
MHO
$3.97B
| $54.8K | ﹤0.01% |
+414
| New | +$54.8K |
|
|
NARI
1642
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $54.7K | ﹤0.01% |
+1,159
| New | +$54.7K |
|
1643
Nokia
NOK
$24.6B
| $54.3K | ﹤0.01% |
15,512
+675
| +5% | +$2.36K |
|
1644
KraneShares CSI China Internet ETF
KWEB
$9.15B
| $54K | ﹤0.01% |
+2,011
| New | +$54K |
|
1645
Cardlytics
CDLX
$72.9M
| $53.5K | ﹤0.01% |
+3,700
| New | +$53.5K |
|
1646
Aemetis
AMTX
$142M
| $53.4K | ﹤0.01% |
+9,691
| New | +$53.4K |
|
1647
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.8B
| $53.4K | ﹤0.01% |
+2,200
| New | +$53.4K |
|
1648
Carlyle Group
CG
$23.9B
| $53.4K | ﹤0.01% |
+1,150
| New | +$53.4K |
|
1649
Liberty Broadband Class A
LBRDA
$8.56B
| $53.3K | ﹤0.01% |
+961
| New | +$53.3K |
|
1650
MGIC Investment
MTG
$6.43B
| $53.2K | ﹤0.01% |
+2,429
| New | +$53.2K |
|