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
UWM icon
2001
ProShares Ultra Russell2000
UWM
$253M
$30.6K ﹤0.01%
660
-800
SLRC icon
2002
SLR Investment Corp
SLRC
$762M
$30.6K ﹤0.01%
2,000
VOOV icon
2003
Vanguard S&P 500 Value ETF
VOOV
$6.01B
$30.5K ﹤0.01%
153
-6
VCYT icon
2004
Veracyte
VCYT
$2.54B
$30.4K ﹤0.01%
886
-15
SLGN icon
2005
Silgan Holdings
SLGN
$4.36B
$30.4K ﹤0.01%
707
+6
CSW
2006
CSW Industrials
CSW
$4.22B
$30.3K ﹤0.01%
125
+3
TOWN icon
2007
Towne Bank
TOWN
$3.04B
$30.3K ﹤0.01%
877
-22
STN icon
2008
Stantec
STN
$10B
$30.3K ﹤0.01%
281
-46
TSEM icon
2009
Tower Semiconductor
TSEM
$14.1B
$30.2K ﹤0.01%
418
+300
GEF icon
2010
Greif
GEF
$3.82B
$30.2K ﹤0.01%
505
+250
ULS icon
2011
UL Solutions
ULS
$16.8B
$30.1K ﹤0.01%
425
PRGS icon
2012
Progress Software
PRGS
$1.46B
$30K ﹤0.01%
684
+103
PPT
2013
Putnam Premier Income Trust
PPT
$336M
$29.8K ﹤0.01%
8,087
-2,876
ACLS icon
2014
Axcelis
ACLS
$2.54B
$29.6K ﹤0.01%
303
+2
AFG icon
2015
American Financial Group
AFG
$10.7B
$29.4K ﹤0.01%
202
+2
EVT icon
2016
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.86B
$29.4K ﹤0.01%
1,202
-1,500
ESE icon
2017
ESCO Technologies
ESE
$6.79B
$29.1K ﹤0.01%
138
-106
TMFE icon
2018
Motley Fool Capital Efficiency 100 Index ETF
TMFE
$87.3M
$29.1K ﹤0.01%
1,000
VCEL icon
2019
Vericel Corp
VCEL
$1.6B
$29K ﹤0.01%
921
+156
CARE icon
2020
Carter Bankshares
CARE
$441M
$28.9K ﹤0.01%
1,490
ATEN icon
2021
A10 Networks
ATEN
$1.5B
$28.9K ﹤0.01%
1,590
+368
DIVI icon
2022
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.21B
$28.8K ﹤0.01%
+773
DLB icon
2023
Dolby
DLB
$5.81B
$28.8K ﹤0.01%
398
+9
PREF icon
2024
Principal Spectrum Preferred Securities Active ETF
PREF
$1.44B
$28.7K ﹤0.01%
1,500
TMF icon
2025
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.86B
$28.7K ﹤0.01%
714
+14
79 80
81
82 83