CIBC Private Wealth Group Portfolio holdings
AUM $56B
1-Year Return
20.35%
This Quarter Return
+10.58%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$51.1B
AUM Growth
+$3.84B
(+8.1%)
Cap. Flow
-$187M
Cap. Flow
% of AUM
-0.37%
Top 10 Holdings %
Top 10 Hldgs %
26.91%
Holding
3,085
New
1,933
Increased
452
Reduced
557
Closed
20
Top Buys
| 1 |
Old Dominion Freight Line
ODFL
|
+$689M |
| 2 |
Meta Platforms (Facebook)
META
|
+$203M |
| 3 |
NVIDIA
NVDA
|
+$163M |
| 4 |
Ulta Beauty
ULTA
|
+$108M |
| 5 |
McDonald's
MCD
|
+$103M |
Top Sells
| 1 |
Costco
COST
|
+$237M |
| 2 |
Toyota
TM
|
+$178M |
| 3 |
Apple
AAPL
|
+$103M |
| 4 |
Visa
V
|
+$100M |
| 5 |
Home Depot
HD
|
+$92.3M |
Sector Composition
| 1 | Technology | 25.36% |
| 2 | Healthcare | 12.75% |
| 3 | Financials | 12.17% |
| 4 | Industrials | 10.01% |
| 5 | Consumer Discretionary | 9.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2176
MakeMyTrip
MMYT
$9.25B
| $13K | ﹤0.01% |
+182
| New | +$13K |
|
2177
Amphastar Pharmaceuticals
AMPH
$1.26B
| $13K | ﹤0.01% |
+299
| New | +$13K |
|
2178
Rayonier
RYN
$3.99B
| $13K | ﹤0.01% |
+420
| New | +$13K |
|
2179
Sterling Infrastructure
STRL
$10B
| $13K | ﹤0.01% |
+118
| New | +$13K |
|
2180
Alarm.com
ALRM
$2.76B
| $13K | ﹤0.01% |
+182
| New | +$13K |
|
2181
Toll Brothers
TOL
$13.5B
| $12.9K | ﹤0.01% |
+101
| New | +$12.9K |
|
2182
Central Garden & Pet Class A
CENTA
$2.02B
| $12.9K | ﹤0.01% |
+355
| New | +$12.9K |
|
2183
Bar Harbor Bankshares
BHB
$532M
| $12.8K | ﹤0.01% |
+500
| New | +$12.8K |
|
2184
Repligen
RGEN
$6.92B
| $12.8K | ﹤0.01% |
+70
| New | +$12.8K |
|
|
WSR
2185
Whitestone REIT
WSR
$649M
| $12.7K | ﹤0.01% |
+1,043
| New | +$12.7K |
|
|
RDUS
2186
DELISTED
Radius Recycling
RDUS
| $12.7K | ﹤0.01% |
+604
| New | +$12.7K |
|
2187
ESCO Technologies
ESE
$5.51B
| $12.6K | ﹤0.01% |
+122
| New | +$12.6K |
|
2188
Lyft
LYFT
$9.23B
| $12.6K | ﹤0.01% |
+657
| New | +$12.6K |
|
|
OPRA
2189
Opera Ltd
OPRA
$1.75B
| $12.6K | ﹤0.01% |
+820
| New | +$12.6K |
|
2190
PJT Partners
PJT
$4.46B
| $12.5K | ﹤0.01% |
+131
| New | +$12.5K |
|
2191
Amplify Lithium & Battery Technology ETF
BATT
$73.1M
| $12.4K | ﹤0.01% |
+1,320
| New | +$12.4K |
|
2192
Group 1 Automotive
GPI
$5.93B
| $12.4K | ﹤0.01% |
+43
| New | +$12.4K |
|
2193
Telecom Argentina
TEO
$3.07B
| $12.4K | ﹤0.01% |
+1,614
| New | +$12.4K |
|
2194
ProShares Ulta SmallCap600
SAA
$33.1M
| $12.4K | ﹤0.01% |
+500
| New | +$12.4K |
|
2195
Unitil
UTL
$811M
| $12.4K | ﹤0.01% |
+239
| New | +$12.4K |
|
2196
Armstrong World Industries
AWI
$8.37B
| $12.3K | ﹤0.01% |
+100
| New | +$12.3K |
|
2197
United Microelectronic
UMC
$17.4B
| $12.3K | ﹤0.01% |
+1,511
| New | +$12.3K |
|
2198
RadNet
RDNT
$5.75B
| $12.3K | ﹤0.01% |
+255
| New | +$12.3K |
|
2199
Itron
ITRI
$5.44B
| $12.3K | ﹤0.01% |
+137
| New | +$12.3K |
|
2200
Hope Bancorp
HOPE
$1.39B
| $12.2K | ﹤0.01% |
+1,099
| New | +$12.2K |
|