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
WDI
2051
Western Asset Diversified Income Fund
WDI
$699M
$26.5K ﹤0.01%
1,800
LGND icon
2052
Ligand Pharmaceuticals
LGND
$4.12B
$26.4K ﹤0.01%
149
+69
FLY
2053
Firefly Aerospace
FLY
$3.78B
$26.4K ﹤0.01%
+900
PTLO icon
2054
Portillo's
PTLO
$373M
$26.2K ﹤0.01%
4,056
-20
CNTY icon
2055
Century Casinos
CNTY
$40.6M
$26.1K ﹤0.01%
10,000
AVK
2056
Advent Convertible and Income Fund
AVK
$522M
$26.1K ﹤0.01%
2,038
+20
KRNT icon
2057
Kornit Digital
KRNT
$636M
$26K ﹤0.01%
1,927
+1,795
LASE icon
2058
Laser Photonics
LASE
$24.4M
$25.9K ﹤0.01%
6,000
+5,000
ALRM icon
2059
Alarm.com
ALRM
$2.31B
$25.9K ﹤0.01%
487
-119
BCE icon
2060
BCE
BCE
$23.8B
$25.8K ﹤0.01%
1,104
EPP icon
2061
iShares MSCI Pacific ex Japan ETF
EPP
$2.04B
$25.8K ﹤0.01%
500
INSM icon
2062
Insmed
INSM
$29.9B
$25.7K ﹤0.01%
179
+53
GRID icon
2063
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$7.7B
$25.7K ﹤0.01%
170
+148
SPD icon
2064
Simplify US Equity PLUS Downside Convexity ETF
SPD
$112M
$25.7K ﹤0.01%
650
ABR icon
2065
Arbor Realty Trust
ABR
$1.5B
$25.6K ﹤0.01%
2,100
+50
TPVG icon
2066
TriplePoint Venture Growth BDC
TPVG
$206M
$25.6K ﹤0.01%
4,430
GTLB icon
2067
GitLab
GTLB
$3.84B
$25.5K ﹤0.01%
566
-956
CHT icon
2068
Chunghwa Telecom
CHT
$33.2B
$25.5K ﹤0.01%
584
+232
QQQE icon
2069
Direxion Shares ETF Trust Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.13B
$25.4K ﹤0.01%
250
BMRN icon
2070
BioMarin Pharmaceuticals
BMRN
$11.2B
$25.4K ﹤0.01%
469
+147
EDIT icon
2071
Editas Medicine
EDIT
$242M
$25.3K ﹤0.01%
7,300
CUK icon
2072
Carnival PLC
CUK
$31.5B
$25.2K ﹤0.01%
953
+753
TTC icon
2073
Toro Company
TTC
$9.26B
$25.1K ﹤0.01%
330
+51
BNL icon
2074
Broadstone Net Lease
BNL
$3.71B
$25K ﹤0.01%
1,400
CWBC
2075
Community West Bancshares
CWBC
$432M
$25K ﹤0.01%
1,200
81 82
83
84 85