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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
SLAB icon
1851
Silicon Laboratories
SLAB
$7.22B
$44.2K ﹤0.01%
337
MFIC icon
1852
MidCap Financial Investment
MFIC
$852M
$44.1K ﹤0.01%
3,675
EMLC icon
1853
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.8B
$44K ﹤0.01%
1,726
+1,183
CC icon
1854
Chemours
CC
$3.04B
$43.8K ﹤0.01%
2,768
CLSK icon
1855
CleanSpark
CLSK
$4.1B
$43.6K ﹤0.01%
3,005
+2,947
LZB icon
1856
La-Z-Boy
LZB
$1.53B
$43.2K ﹤0.01%
1,260
+1,221
LRN icon
1857
Stride
LRN
$4.13B
$43.2K ﹤0.01%
290
+14
SUSA icon
1858
iShares ESG Optimized MSCI USA ETF
SUSA
$3.94B
$43K ﹤0.01%
317
ASIX icon
1859
AdvanSix
ASIX
$580M
$42.8K ﹤0.01%
2,211
+2,203
CWST icon
1860
Casella Waste Systems
CWST
$5.59B
$42.8K ﹤0.01%
451
ELTX icon
1861
Elicio Therapeutics
ELTX
$271M
$42.6K ﹤0.01%
7,000
HOG icon
1862
Harley-Davidson
HOG
$2.68B
$42.2K ﹤0.01%
1,514
-805
AU icon
1863
AngloGold Ashanti
AU
$42.7B
$42.1K ﹤0.01%
599
+150
TFX icon
1864
Teleflex
TFX
$6.01B
$42.1K ﹤0.01%
344
+68
DYNF icon
1865
BlackRock US Equity Factor Rotation ETF
DYNF
$36B
$42.1K ﹤0.01%
711
+457
CAE icon
1866
CAE Inc
CAE
$8.22B
$41.9K ﹤0.01%
+1,413
WTM icon
1867
White Mountains Insurance
WTM
$4.97B
$41.8K ﹤0.01%
25
BCAL icon
1868
Southern California Bancorp
BCAL
$631M
$41.8K ﹤0.01%
2,504
BBEU icon
1869
JPMorgan BetaBuilders Europe ETF
BBEU
$9.04B
$41.6K ﹤0.01%
+598
SII
1870
Sprott
SII
$3.04B
$41.6K ﹤0.01%
500
NVMI
1871
Nova
NVMI
$16.4B
$41.6K ﹤0.01%
130
+56
BBN icon
1872
BlackRock Taxable Municipal Bond Trust
BBN
$987M
$41.5K ﹤0.01%
2,500
-10
TRNO icon
1873
Terreno Realty
TRNO
$7.08B
$41.4K ﹤0.01%
730
-455
NWS icon
1874
News Corp Class B
NWS
$16.9B
$41.4K ﹤0.01%
1,198
+29
MSTY icon
1875
YieldMax MSTR Option Income Strategy ETF
MSTY
$966M
$41.3K ﹤0.01%
592
+240
73 74
75
76 77