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
EHC icon
1776
Encompass Health
EHC
$9.98B
$52.1K ﹤0.01%
410
+8
BEAM icon
1777
Beam Therapeutics
BEAM
$2.56B
$52K ﹤0.01%
2,144
+61
DXJ icon
1778
WisdomTree Japan Hedged Equity Fund
DXJ
$6.1B
$52K ﹤0.01%
406
GNMA icon
1779
iShares GNMA Bond ETF
GNMA
$401M
$51.9K ﹤0.01%
1,170
-200
UE icon
1780
Urban Edge Properties
UE
$2.59B
$51.8K ﹤0.01%
+2,530
SAM icon
1781
Boston Beer
SAM
$2.42B
$51.6K ﹤0.01%
244
+239
FIBK icon
1782
First Interstate BancSystem
FIBK
$3.35B
$51.5K ﹤0.01%
+1,617
CNM icon
1783
Core & Main
CNM
$9.07B
$51.5K ﹤0.01%
957
+140
ANIX icon
1784
Anixa Biosciences
ANIX
$94.5M
$51.5K ﹤0.01%
15,600
+1,000
GMED icon
1785
Globus Medical
GMED
$11.5B
$51.2K ﹤0.01%
894
-131,076
ABAT icon
1786
American Battery Technology Co
ABAT
$437M
$51.2K ﹤0.01%
10,526
ASB icon
1787
Associated Banc-Corp
ASB
$4.06B
$51.1K ﹤0.01%
+1,989
ARMK icon
1788
Aramark
ARMK
$10.5B
$51K ﹤0.01%
1,328
+1,313
CPT icon
1789
Camden Property Trust
CPT
$10.4B
$50.8K ﹤0.01%
476
-196
ARLP icon
1790
Alliance Resource Partners
ARLP
$3.51B
$50.6K ﹤0.01%
2,000
ITM icon
1791
VanEck Intermediate Muni ETF
ITM
$2.19B
$50.3K ﹤0.01%
1,080
ZM icon
1792
Zoom
ZM
$21.8B
$50.3K ﹤0.01%
610
-100
SILA
1793
Sila Realty Trust
SILA
$1.36B
$50.2K ﹤0.01%
2,000
-1,888
POWR
1794
iShares U.S. Power Infrastructure ETF
POWR
$120M
$50.2K ﹤0.01%
2,000
FLRN icon
1795
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.73B
$50.1K ﹤0.01%
1,625
AGCO icon
1796
AGCO
AGCO
$8.58B
$50.1K ﹤0.01%
+468
BCC icon
1797
Boise Cascade
BCC
$2.5B
$50.1K ﹤0.01%
648
+563
STBA icon
1798
S&T Bancorp
STBA
$1.47B
$50.1K ﹤0.01%
+1,332
FFIN icon
1799
First Financial Bankshares
FFIN
$4.23B
$50K ﹤0.01%
+1,486
CWI icon
1800
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.38B
$49.7K ﹤0.01%
1,424
-352
70 71
72
73 74