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
DBC icon
1876
Invesco DB Commodity Index Tracking Fund
DBC
$1.65B
$41.3K ﹤0.01%
1,832
-573
WDFC icon
1877
WD-40
WDFC
$3.03B
$41.1K ﹤0.01%
208
-134
CHPT icon
1878
ChargePoint
CHPT
$126M
$41.1K ﹤0.01%
3,763
-404
CHYM
1879
Chime Financial
CHYM
$7.83B
$41K ﹤0.01%
2,035
-4,200
MDU icon
1880
MDU Resources
MDU
$4.31B
$40.9K ﹤0.01%
2,298
+75
QLYS icon
1881
Qualys
QLYS
$3.56B
$40.9K ﹤0.01%
309
-243
MRTN icon
1882
Marten Transport
MRTN
$958M
$40.5K ﹤0.01%
+3,797
RCS
1883
PIMCO Strategic Income Fund
RCS
$255M
$40.3K ﹤0.01%
5,313
MUNI icon
1884
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.73B
$40K ﹤0.01%
766
-562
VRNA
1885
DELISTED
Verona Pharma
VRNA
$40K ﹤0.01%
375
-461
VOD icon
1886
Vodafone
VOD
$33.3B
$39.8K ﹤0.01%
3,435
+946
EZU icon
1887
iShare MSCI Eurozone ETF
EZU
$9.26B
$39.7K ﹤0.01%
641
APTV icon
1888
Aptiv
APTV
$15B
$39.7K ﹤0.01%
460
-72
MEGI
1889
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$774M
$39.6K ﹤0.01%
2,700
UGL icon
1890
ProShares Ultra Gold
UGL
$1.3B
$39.6K ﹤0.01%
860
FTDR icon
1891
Frontdoor
FTDR
$4.46B
$39.6K ﹤0.01%
588
-163
BAP icon
1892
Credicorp
BAP
$25.8B
$39.4K ﹤0.01%
148
VLT icon
1893
Invesco High Income Trust II
VLT
$67.2M
$39.3K ﹤0.01%
3,505
DOCS icon
1894
Doximity
DOCS
$4.5B
$39.2K ﹤0.01%
536
-208
XIFR
1895
XPLR Infrastructure LP
XIFR
$970M
$39.2K ﹤0.01%
3,853
-1,378
HTZ icon
1896
Hertz
HTZ
$1.22B
$39.1K ﹤0.01%
5,750
-202
KAI icon
1897
Kadant
KAI
$3.58B
$39K ﹤0.01%
131
-599
BOX icon
1898
Box
BOX
$3.56B
$38.8K ﹤0.01%
1,202
+1,138
ELAN icon
1899
Elanco Animal Health
ELAN
$11.4B
$38.6K ﹤0.01%
1,918
-21
PZZA icon
1900
Papa John's
PZZA
$1.21B
$38.5K ﹤0.01%
800
-30
74 75
76
77 78