CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
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
+$247M
2
+$181M
3
+$154M
4
META icon
Meta Platforms (Facebook)
META
+$131M
5
TMO icon
Thermo Fisher Scientific
TMO
+$121M

Top Sells

1
+$315M
2
+$229M
3
+$202M
4
CRM icon
Salesforce
CRM
+$182M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$142M

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
TKC icon
1826
Turkcell
TKC
$5.19B
$47.3K ﹤0.01%
7,850
-316
NTSX icon
1827
WisdomTree US Efficient Core Fund
NTSX
$1.27B
$47.1K ﹤0.01%
874
NWBI icon
1828
Northwest Bancshares
NWBI
$1.86B
$47K ﹤0.01%
+3,794
IEV icon
1829
iShares Europe ETF
IEV
$1.6B
$46.9K ﹤0.01%
717
JUST icon
1830
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$498M
$46.9K ﹤0.01%
500
XPEV icon
1831
XPeng
XPEV
$17.6B
$46.8K ﹤0.01%
2,000
NOG icon
1832
Northern Oil and Gas
NOG
$2.12B
$46.7K ﹤0.01%
1,885
-2,989
AUB icon
1833
Atlantic Union Bankshares
AUB
$5.22B
$46.5K ﹤0.01%
1,319
+188
MARA icon
1834
Marathon Digital Holdings
MARA
$4.04B
$46.2K ﹤0.01%
2,532
SMFG icon
1835
Sumitomo Mitsui Financial
SMFG
$123B
$45.9K ﹤0.01%
2,744
-56
MSBI icon
1836
Midland States Bancorp
MSBI
$467M
$45.9K ﹤0.01%
+2,675
FRME icon
1837
First Merchants
FRME
$2.25B
$45.8K ﹤0.01%
1,214
FN icon
1838
Fabrinet
FN
$16.2B
$45.6K ﹤0.01%
125
+16
KBE icon
1839
State Street SPDR S&P Bank ETF
KBE
$1.41B
$45.1K ﹤0.01%
759
+2
PRIM icon
1840
Primoris Services
PRIM
$6.94B
$45K ﹤0.01%
328
+69
FLCB icon
1841
Franklin US Core Bond ETF
FLCB
$2.77B
$45K ﹤0.01%
2,073
-2,141
CLIX icon
1842
ProShares Long Online/Short Stores ETF
CLIX
$7.49M
$45K ﹤0.01%
+749
NWN icon
1843
Northwest Natural Holdings
NWN
$1.95B
$44.9K ﹤0.01%
1,000
-1,123
ACHR icon
1844
Archer Aviation
ACHR
$5.84B
$44.7K ﹤0.01%
4,668
SBSI icon
1845
Southside Bancshares
SBSI
$960M
$44.7K ﹤0.01%
+1,581
AMH icon
1846
American Homes 4 Rent
AMH
$11.7B
$44.5K ﹤0.01%
1,337
+1,307
WTAI icon
1847
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$482M
$44.4K ﹤0.01%
1,555
PNNT
1848
Pennant Park Investment Corp
PNNT
$394M
$44.3K ﹤0.01%
6,600
VMI icon
1849
Valmont Industries
VMI
$8.09B
$44.2K ﹤0.01%
114
-24
FSV icon
1850
FirstService
FSV
$7.07B
$44.2K ﹤0.01%
232
-5
72 73
74
75 76