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
TKC icon
1826
Turkcell
TKC
$5.36B
$47.3K ﹤0.01%
7,850
-316
NTSX icon
1827
WisdomTree US Efficient Core Fund
NTSX
$1.23B
$47.1K ﹤0.01%
874
NWBI icon
1828
Northwest Bancshares
NWBI
$1.79B
$47K ﹤0.01%
+3,794
IEV icon
1829
iShares Europe ETF
IEV
$1.62B
$46.9K ﹤0.01%
717
JUST icon
1830
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$497M
$46.9K ﹤0.01%
500
XPEV icon
1831
XPeng
XPEV
$19.1B
$46.8K ﹤0.01%
2,000
NOG icon
1832
Northern Oil and Gas
NOG
$2.68B
$46.7K ﹤0.01%
1,885
-2,989
AUB icon
1833
Atlantic Union Bankshares
AUB
$4.89B
$46.5K ﹤0.01%
1,319
+188
MARA icon
1834
Marathon Digital Holdings
MARA
$3.54B
$46.2K ﹤0.01%
2,532
SMFG icon
1835
Sumitomo Mitsui Financial
SMFG
$122B
$45.9K ﹤0.01%
2,744
-56
MSBI icon
1836
Midland States Bancorp
MSBI
$432M
$45.9K ﹤0.01%
+2,675
FRME icon
1837
First Merchants
FRME
$2.31B
$45.8K ﹤0.01%
1,214
FN icon
1838
Fabrinet
FN
$18B
$45.6K ﹤0.01%
125
+16
KBE icon
1839
State Street SPDR S&P Bank ETF
KBE
$1.28B
$45.1K ﹤0.01%
759
+2
PRIM icon
1840
Primoris Services
PRIM
$7.22B
$45K ﹤0.01%
328
+69
FLCB icon
1841
Franklin US Core Bond ETF
FLCB
$2.87B
$45K ﹤0.01%
2,073
-2,141
CLIX icon
1842
ProShares Long Online/Short Stores ETF
CLIX
$6.65M
$45K ﹤0.01%
+749
NWN icon
1843
Northwest Natural Holdings
NWN
$2.18B
$44.9K ﹤0.01%
1,000
-1,123
ACHR icon
1844
Archer Aviation
ACHR
$4.43B
$44.7K ﹤0.01%
4,668
SBSI icon
1845
Southside Bancshares
SBSI
$890M
$44.7K ﹤0.01%
+1,581
AMH icon
1846
American Homes 4 Rent
AMH
$10.3B
$44.5K ﹤0.01%
1,337
+1,307
WTAI icon
1847
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$364M
$44.4K ﹤0.01%
1,555
PNNT
1848
Pennant Park Investment Corp
PNNT
$304M
$44.3K ﹤0.01%
6,600
VMI icon
1849
Valmont Industries
VMI
$8B
$44.2K ﹤0.01%
114
-24
FSV icon
1850
FirstService
FSV
$6.49B
$44.2K ﹤0.01%
232
-5
72 73
74
75 76