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
ELME
1926
Elme Communities
ELME
$183M
$36.6K ﹤0.01%
2,172
+14
NNN icon
1927
NNN REIT
NNN
$8.55B
$36.5K ﹤0.01%
857
-279
DAC icon
1928
Danaos Corp
DAC
$1.95B
$36.5K ﹤0.01%
406
+28
SLYV icon
1929
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.07B
$36.4K ﹤0.01%
411
FMS icon
1930
Fresenius Medical Care
FMS
$12.7B
$36.3K ﹤0.01%
1,380
+1,103
ARE icon
1931
Alexandria Real Estate Equities
ARE
$8.39B
$36.3K ﹤0.01%
436
+228
CEFZ
1932
RiverNorth Active Income ETF
CEFZ
$36.5M
$36.3K ﹤0.01%
+4,431
SPIP icon
1933
State Street SPDR Portfolio TIPS ETF
SPIP
$994M
$36.2K ﹤0.01%
1,375
+563
BMAR icon
1934
Innovator US Equity Buffer ETF March
BMAR
$183M
$36.1K ﹤0.01%
+700
SMPL icon
1935
Simply Good Foods
SMPL
$1.33B
$36.1K ﹤0.01%
1,454
+414
MRC
1936
DELISTED
MRC Global
MRC
$36K ﹤0.01%
+2,500
EBC icon
1937
Eastern Bankshares
EBC
$4.18B
$36K ﹤0.01%
1,983
IEF icon
1938
iShares 7-10 Year Treasury Bond ETF
IEF
$47.8B
$36K ﹤0.01%
373
+56
CALF icon
1939
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.29B
$35.8K ﹤0.01%
818
+753
CSHI icon
1940
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$943M
$35.8K ﹤0.01%
720
GFI icon
1941
Gold Fields
GFI
$40.8B
$35.8K ﹤0.01%
853
+273
IGOV icon
1942
iShares International Treasury Bond ETF
IGOV
$1.17B
$35.7K ﹤0.01%
839
CHH icon
1943
Choice Hotels
CHH
$4.39B
$35.6K ﹤0.01%
333
+67
MZTI
1944
The Marzetti Company
MZTI
$4.15B
$35.6K ﹤0.01%
206
-25
UFPT icon
1945
UFP Technologies
UFPT
$1.57B
$35.5K ﹤0.01%
178
+24
SOUN icon
1946
SoundHound AI
SOUN
$3.09B
$35.5K ﹤0.01%
2,207
+235
AWI icon
1947
Armstrong World Industries
AWI
$7.17B
$35.1K ﹤0.01%
179
+145
EGY icon
1948
Vaalco Energy
EGY
$562M
$35K ﹤0.01%
8,700
TRIN icon
1949
Trinity Capital
TRIN
$1.2B
$34.9K ﹤0.01%
2,253
CIBR icon
1950
First Trust NASDAQ Cybersecurity ETF
CIBR
$9.84B
$34.8K ﹤0.01%
458
+8