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
QURE icon
1801
uniQure
QURE
$971M
$49.6K ﹤0.01%
+850
JOBY icon
1802
Joby Aviation
JOBY
$9.5B
$49.5K ﹤0.01%
3,068
SPGP icon
1803
Invesco S&P 500 GARP ETF
SPGP
$2.2B
$49.4K ﹤0.01%
435
-215
ECG
1804
Everus Construction Group
ECG
$5.74B
$49.3K ﹤0.01%
575
+20
ALEX
1805
Alexander & Baldwin
ALEX
$1.52B
$49.2K ﹤0.01%
+2,707
LFUS icon
1806
Littelfuse
LFUS
$8.19B
$49.2K ﹤0.01%
190
+1
NVG icon
1807
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.71B
$49.2K ﹤0.01%
4,000
FSMD icon
1808
Fidelity Small-Mid Multifactor ETF
FSMD
$2.07B
$49.1K ﹤0.01%
1,116
NXT icon
1809
Nextpower Inc
NXT
$17.8B
$49.1K ﹤0.01%
663
+4
TSLX icon
1810
Sixth Street Specialty
TSLX
$1.69B
$49K ﹤0.01%
2,144
PCVX icon
1811
Vaxcyte
PCVX
$7.86B
$48.8K ﹤0.01%
1,356
+1,350
DOX icon
1812
Amdocs
DOX
$7.14B
$48.8K ﹤0.01%
595
+390
NVEC icon
1813
NVE Corp
NVEC
$326M
$48.7K ﹤0.01%
+746
PTIR
1814
GraniteShares 2x Long PLTR Daily ETF
PTIR
$510M
$48.7K ﹤0.01%
1,500
AIRR icon
1815
First Trust RBA American Industrial Renaissance ETF
AIRR
$8.05B
$48.5K ﹤0.01%
502
+260
PDP icon
1816
Invesco Dorsey Wright Momentum ETF
PDP
$1.3B
$48.4K ﹤0.01%
410
PCH
1817
DELISTED
PotlatchDeltic
PCH
$48.2K ﹤0.01%
1,184
+810
CGHM
1818
Capital Group Municipal High-Income ETF
CGHM
$2.73B
$48.2K ﹤0.01%
+1,907
FHB icon
1819
First Hawaiian
FHB
$2.94B
$48.2K ﹤0.01%
+1,942
E icon
1820
ENI
E
$75.5B
$48K ﹤0.01%
+1,374
UHAL.B icon
1821
U-Haul Holding Co Series N
UHAL.B
$8.16B
$47.9K ﹤0.01%
941
+5
LBRT icon
1822
Liberty Energy
LBRT
$4.9B
$47.6K ﹤0.01%
3,855
+3,550
ETSY icon
1823
Etsy
ETSY
$5.01B
$47.5K ﹤0.01%
716
-100
KT icon
1824
KT
KT
$10.2B
$47.5K ﹤0.01%
2,436
-209
AFLG icon
1825
First Trust Active Factor Large Cap ETF
AFLG
$477M
$47.5K ﹤0.01%
1,223
71 72
73
74 75