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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
TMHC icon
1626
Taylor Morrison
TMHC
$6.59B
$73.7K ﹤0.01%
1,116
-4
CGGE
1627
Capital Group Global Equity ETF
CGGE
$2.68B
$73.1K ﹤0.01%
+2,374
FDN icon
1628
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.03B
$72.8K ﹤0.01%
260
-1,872
JHG icon
1629
Janus Henderson
JHG
$7.97B
$72.7K ﹤0.01%
1,633
+1,378
SMR icon
1630
NuScale Power
SMR
$3.22B
$72.4K ﹤0.01%
2,010
-225
HRTG icon
1631
Heritage Insurance Holdings
HRTG
$672M
$72.3K ﹤0.01%
2,870
OR icon
1632
OR Royalties Inc
OR
$5.9B
$72.1K ﹤0.01%
1,800
ESNT icon
1633
Essent Group
ESNT
$5.42B
$71.9K ﹤0.01%
1,131
+1,123
USA icon
1634
Liberty All-Star Equity Fund
USA
$1.71B
$71.8K ﹤0.01%
11,325
KYN icon
1635
Kayne Anderson Energy Infrastructure Fund
KYN
$2.38B
$71K ﹤0.01%
5,740
-1,190
BBCA icon
1636
JPMorgan BetaBuilders Canada ETF
BBCA
$10.4B
$70.7K ﹤0.01%
811
+158
NTLA icon
1637
Intellia Therapeutics
NTLA
$1.7B
$70.5K ﹤0.01%
4,085
+60
TMFC icon
1638
Motley Fool 100 Index ETF
TMFC
$1.96B
$70.5K ﹤0.01%
1,000
BGC icon
1639
BGC Group
BGC
$5.31B
$70.3K ﹤0.01%
+7,426
SPR
1640
DELISTED
Spirit AeroSystems
SPR
$70.1K ﹤0.01%
+1,817
CZNC icon
1641
Citizens & Northern Corp
CZNC
$393M
$70K ﹤0.01%
3,532
DFAS icon
1642
Dimensional US Small Cap ETF
DFAS
$14.3B
$69.7K ﹤0.01%
1,019
-1,390
EXLS icon
1643
EXL Service
EXLS
$4.43B
$69.7K ﹤0.01%
1,583
+614
NGL icon
1644
NGL Energy Partners
NGL
$1.98B
$69.7K ﹤0.01%
+11,615
SPXL icon
1645
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$5.88B
$69.5K ﹤0.01%
328
-2,485
CVCO icon
1646
Cavco Industries
CVCO
$4.34B
$69.1K ﹤0.01%
119
+50
SPH icon
1647
Suburban Propane Partners
SPH
$1.27B
$69K ﹤0.01%
3,698
VAC icon
1648
Marriott Vacations Worldwide
VAC
$3.01B
$68.9K ﹤0.01%
1,035
+683
SLM icon
1649
SLM Corp
SLM
$4.02B
$68.8K ﹤0.01%
2,486
+2,378
CGXU icon
1650
Capital Group International Focus Equity ETF
CGXU
$5.92B
$68.7K ﹤0.01%
2,320
64 65
66
67 68