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
PBH icon
1651
Prestige Consumer Healthcare
PBH
$2.91B
$68.6K ﹤0.01%
1,100
+647
MHO icon
1652
M/I Homes
MHO
$3.32B
$68.6K ﹤0.01%
475
+166
TBPH icon
1653
Theravance Biopharma
TBPH
$698M
$68.4K ﹤0.01%
4,685
+4,662
LNTH icon
1654
Lantheus
LNTH
$5.14B
$68.3K ﹤0.01%
1,331
-10
PRSU
1655
Pursuit Attractions and Hospitality Inc
PRSU
$1.02B
$68.2K ﹤0.01%
1,884
+1,659
NTGR icon
1656
NETGEAR
NTGR
$606M
$68.1K ﹤0.01%
2,104
+156
JLL icon
1657
Jones Lang LaSalle
JLL
$14B
$68K ﹤0.01%
228
+1
OXY.WS icon
1658
Occidental Petroleum Corp Warrants
OXY.WS
$33.9B
$67.6K ﹤0.01%
2,632
-6
FTSM icon
1659
First Trust Enhanced Short Maturity ETF
FTSM
$6.28B
$67.4K ﹤0.01%
+1,125
VIOO icon
1660
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.29B
$67.1K ﹤0.01%
607
TIGO icon
1661
Millicom
TIGO
$12.1B
$67K ﹤0.01%
1,381
+1,000
CHWY icon
1662
Chewy
CHWY
$10.6B
$67K ﹤0.01%
1,656
-359
GKAT
1663
Scharf Global Opportunity ETF
GKAT
$149M
$66.8K ﹤0.01%
+1,674
OKTA icon
1664
Okta
OKTA
$14B
$66.7K ﹤0.01%
727
+575
L icon
1665
Loews
L
$22.3B
$66.6K ﹤0.01%
663
-224
GRBK icon
1666
Green Brick Partners
GRBK
$2.81B
$66.5K ﹤0.01%
901
FQAL icon
1667
Fidelity Quality Factor ETF
FQAL
$1.13B
$66.5K ﹤0.01%
890
+168
BSY icon
1668
Bentley Systems
BSY
$11.6B
$66.4K ﹤0.01%
1,289
-1,615
FCPT icon
1669
Four Corners Property Trust
FCPT
$2.81B
$66.3K ﹤0.01%
2,718
+1,570
FXL icon
1670
First Trust Technology AlphaDEX Fund
FXL
$1.31B
$65.3K ﹤0.01%
389
STAA icon
1671
STAAR Surgical
STAA
$933M
$65.2K ﹤0.01%
2,426
COOP
1672
DELISTED
Mr. Cooper
COOP
$65.1K ﹤0.01%
309
+211
WSBC icon
1673
WesBanco
WSBC
$3.2B
$64.6K ﹤0.01%
2,024
+1,744
GLOB icon
1674
Globant
GLOB
$1.94B
$64.6K ﹤0.01%
1,125
+511
DVAX
1675
DELISTED
Dynavax Technologies
DVAX
$64.5K ﹤0.01%
6,500
65 66
67
68 69