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
JQC icon
2126
Nuveen Credit Strategies Income Fund
JQC
$698M
$21.9K ﹤0.01%
4,151
-3,910
PRG icon
2127
PROG Holdings
PRG
$1.12B
$21.8K ﹤0.01%
675
PTY icon
2128
PIMCO Corporate & Income Opportunity Fund
PTY
$2.32B
$21.7K ﹤0.01%
1,500
-1,622
HE icon
2129
Hawaiian Electric Industries
HE
$2.56B
$21.5K ﹤0.01%
1,948
+7
CHY
2130
Calamos Convertible and High Income Fund
CHY
$909M
$21.4K ﹤0.01%
1,908
+1
EFAA
2131
Invesco MSCI EAFE Income Advantage ETF
EFAA
$407M
$21.3K ﹤0.01%
+403
FPE icon
2132
First Trust Preferred Securities and Income ETF
FPE
$6.39B
$21.3K ﹤0.01%
1,165
-6,700
VSGX icon
2133
Vanguard ESG International Stock ETF
VSGX
$5.79B
$21.2K ﹤0.01%
306
+76
NTSI icon
2134
WisdomTree International Efficient Core Fund
NTSI
$465M
$21.2K ﹤0.01%
495
IVT icon
2135
InvenTrust Properties
IVT
$2.42B
$21.1K ﹤0.01%
736
-2,744
AKR icon
2136
Acadia Realty Trust
AKR
$2.65B
$21K ﹤0.01%
1,043
-191
RWAY icon
2137
Runway Growth Finance
RWAY
$244M
$21K ﹤0.01%
2,068
WLKP icon
2138
Westlake Chemical Partners
WLKP
$787M
$21K ﹤0.01%
1,000
IMMX icon
2139
Immix Biopharma
IMMX
$531M
$20.9K ﹤0.01%
+10,000
SCHP icon
2140
Schwab US TIPS ETF
SCHP
$15.6B
$20.9K ﹤0.01%
775
-686
IMKTA icon
2141
Ingles Markets
IMKTA
$1.67B
$20.9K ﹤0.01%
300
NRP icon
2142
Natural Resource Partners
NRP
$1.57B
$20.8K ﹤0.01%
198
ENPH icon
2143
Enphase Energy
ENPH
$5.82B
$20.7K ﹤0.01%
586
-146
SPHD icon
2144
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.3B
$20.7K ﹤0.01%
418
IOT icon
2145
Samsara
IOT
$18.1B
$20.6K ﹤0.01%
552
+52
BWIN
2146
Baldwin Insurance Group
BWIN
$2.07B
$20.5K ﹤0.01%
728
-55
HLI icon
2147
Houlihan Lokey
HLI
$9.77B
$20.5K ﹤0.01%
100
+79
MKSI icon
2148
MKS Inc
MKSI
$14.4B
$20.4K ﹤0.01%
165
+68
ROAD icon
2149
Construction Partners
ROAD
$6.46B
$20.3K ﹤0.01%
160
-40
PDEX icon
2150
Pro-Dex
PDEX
$157M
$20.3K ﹤0.01%
600
84 85
86
87 88