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
EVV
2151
Eaton Vance Limited Duration Income Fund
EVV
$1.11B
$20.3K ﹤0.01%
2,000
SCYB icon
2152
Schwab High Yield Bond ETF
SCYB
$2.36B
$20.3K ﹤0.01%
+758
SW
2153
Smurfit Westrock
SW
$21.2B
$20.1K ﹤0.01%
473
-41
CDC icon
2154
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$722M
$20K ﹤0.01%
300
SPTS icon
2155
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.62B
$20K ﹤0.01%
682
+109
LVHD icon
2156
Franklin US Low Volatility High Dividend Index ETF
LVHD
$612M
$19.9K ﹤0.01%
482
-729
DBMF icon
2157
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.15B
$19.9K ﹤0.01%
729
-1,892
SPYD icon
2158
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.21B
$19.8K ﹤0.01%
450
-678
RWJ icon
2159
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.6B
$19.8K ﹤0.01%
+409
TU icon
2160
Telus
TU
$20.5B
$19.7K ﹤0.01%
1,250
VIPS icon
2161
Vipshop
VIPS
$7.57B
$19.6K ﹤0.01%
1,000
-115
TCPC icon
2162
BlackRock TCP Capital
TCPC
$308M
$19.6K ﹤0.01%
3,160
GLIBA
2163
GCI Liberty Inc Series A
GLIBA
$1.48B
$19.5K ﹤0.01%
+519
BKGI icon
2164
BNY Mellon Global Infrastructure Income ETF
BKGI
$732M
$19.5K ﹤0.01%
+500
HBNC icon
2165
Horizon Bancorp
HBNC
$809M
$19.5K ﹤0.01%
1,215
BGT icon
2166
BlackRock Floating Rate Income Trust
BGT
$321M
$19.4K ﹤0.01%
1,600
DKL icon
2167
Delek Logistics
DKL
$2.84B
$19.4K ﹤0.01%
425
AMPH icon
2168
Amphastar Pharmaceuticals
AMPH
$808M
$19.2K ﹤0.01%
721
ALCO icon
2169
Alico
ALCO
$296M
$19.1K ﹤0.01%
550
TR icon
2170
Tootsie Roll Industries
TR
$3.1B
$19K ﹤0.01%
+453
PAX icon
2171
Patria Investments
PAX
$1.86B
$19K ﹤0.01%
1,300
CION icon
2172
CION Investment
CION
$360M
$19K ﹤0.01%
+2,000
KRP icon
2173
Kimbell Royalty Partners
KRP
$1.37B
$18.9K ﹤0.01%
1,400
-66,399
UWMC icon
2174
UWM Holdings
UWMC
$1.12B
$18.9K ﹤0.01%
3,101
IBLC icon
2175
iShares Blockchain and Tech ETF
IBLC
$75.9M
$18.8K ﹤0.01%
340
85 86
87
88 89