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
SUZ icon
2176
Suzano
SUZ
$12.5B
$18.8K ﹤0.01%
2,000
-167
JBHT icon
2177
JB Hunt Transport Services
JBHT
$19.4B
$18.8K ﹤0.01%
140
-41
HODL icon
2178
VanEck Bitcoin Trust
HODL
$1.29B
$18.6K ﹤0.01%
574
+500
OPP
2179
RiverNorth/DoubleLine Strategic Opportunity Fund
OPP
$193M
$18.5K ﹤0.01%
2,170
FTS icon
2180
Fortis
FTS
$29.6B
$18.4K ﹤0.01%
363
MT icon
2181
ArcelorMittal
MT
$40.8B
$18.3K ﹤0.01%
506
+392
SMDV icon
2182
ProShares Russell 2000 Dividend Growers ETF
SMDV
$623M
$18.1K ﹤0.01%
272
MSA icon
2183
Mine Safety
MSA
$6.95B
$18.1K ﹤0.01%
105
+1
CATY icon
2184
Cathay General Bancorp
CATY
$3.19B
$18.1K ﹤0.01%
376
+10
SBGI icon
2185
Sinclair Inc
SBGI
$979M
$18K ﹤0.01%
1,194
TTEK icon
2186
Tetra Tech
TTEK
$8.73B
$18K ﹤0.01%
539
+301
NCDL icon
2187
Nuveen Churchill Direct Lending
NCDL
$651M
$17.9K ﹤0.01%
1,300
DFIS icon
2188
Dimensional International Small Cap ETF
DFIS
$5.16B
$17.8K ﹤0.01%
562
UFPI icon
2189
UFP Industries
UFPI
$5.08B
$17.8K ﹤0.01%
190
+3
JBTM
2190
JBT Marel
JBTM
$7.09B
$17.7K ﹤0.01%
126
+51
NICE icon
2191
Nice
NICE
$7.03B
$17.5K ﹤0.01%
121
-8
QRVO icon
2192
Qorvo
QRVO
$7.3B
$17.5K ﹤0.01%
192
+118
G icon
2193
Genpact
G
$6.52B
$17.5K ﹤0.01%
417
+68
CCIF
2194
Carlyle Credit Income Fund
CCIF
$71M
$17.5K ﹤0.01%
3,000
STCE icon
2195
Schwab Crypto Thematic ETF
STCE
$226M
$17.4K ﹤0.01%
222
DVLT
2196
Datavault AI
DVLT
$406M
$17.4K ﹤0.01%
+16,267
FHI icon
2197
Federated Hermes
FHI
$4.3B
$17.4K ﹤0.01%
335
FBRT
2198
Franklin BSP Realty Trust
FBRT
$734M
$17.4K ﹤0.01%
+1,600
RR icon
2199
Richtech Robotics
RR
$523M
$17.4K ﹤0.01%
+4,045
ILF icon
2200
iShares Latin America 40 ETF
ILF
$4.07B
$17.3K ﹤0.01%
+600
86 87
88
89 90