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
XLRE icon
1751
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.46B
$54.5K ﹤0.01%
1,294
+751
GDXJ icon
1752
VanEck Junior Gold Miners ETF
GDXJ
$9.64B
$54.5K ﹤0.01%
550
AVUS icon
1753
Avantis US Equity ETF
AVUS
$10.8B
$54.4K ﹤0.01%
500
OGE icon
1754
OGE Energy
OGE
$9.97B
$54.3K ﹤0.01%
1,173
+33
XERS icon
1755
Xeris Biopharma Holdings
XERS
$941M
$54.2K ﹤0.01%
6,664
BF.A icon
1756
Brown-Forman Class A
BF.A
$10.9B
$53.9K ﹤0.01%
2,002
NGD
1757
New Gold Inc
NGD
$7.9B
$53.9K ﹤0.01%
7,500
SXT icon
1758
Sensient Technologies
SXT
$3.79B
$53.8K ﹤0.01%
573
+32
ZTR
1759
Virtus Total Return Fund
ZTR
$341M
$53.6K ﹤0.01%
8,315
MWA icon
1760
Mueller Water Products
MWA
$4.34B
$53.4K ﹤0.01%
2,092
LENZ
1761
LENZ Therapeutics
LENZ
$380M
$53.4K ﹤0.01%
1,146
DBP icon
1762
Invesco DB Precious Metals Fund
DBP
$306M
$53.4K ﹤0.01%
600
HAE icon
1763
Haemonetics
HAE
$2.78B
$53.3K ﹤0.01%
1,094
+448
FLR icon
1764
Fluor
FLR
$6.31B
$53.3K ﹤0.01%
1,267
+1,167
BHF icon
1765
Brighthouse Financial
BHF
$3.44B
$53.1K ﹤0.01%
1,000
-1,006
HWC icon
1766
Hancock Whitney
HWC
$5.06B
$52.9K ﹤0.01%
845
+844
USHY icon
1767
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.5B
$52.9K ﹤0.01%
1,400
-581
WLK icon
1768
Westlake Corp
WLK
$14.3B
$52.9K ﹤0.01%
+686
CWT icon
1769
California Water Service
CWT
$2.7B
$52.8K ﹤0.01%
1,150
+1,077
ESGD icon
1770
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.6B
$52.7K ﹤0.01%
567
RMBS icon
1771
Rambus
RMBS
$10.1B
$52.6K ﹤0.01%
505
+466
BAC.PRL icon
1772
Bank of America Series L
BAC.PRL
$3.73B
$52.5K ﹤0.01%
41
JPC icon
1773
Nuveen Preferred & Income Opportunities Fund
JPC
$2.84B
$52.4K ﹤0.01%
6,396
-2,754
TWLO icon
1774
Twilio
TWLO
$18.9B
$52.4K ﹤0.01%
524
-2,315
ALRS icon
1775
Alerus Financial
ALRS
$598M
$52.2K ﹤0.01%
+2,358
69 70
71
72 73