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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
ZG icon
2226
Zillow
ZG
$8.05B
$16K ﹤0.01%
215
+56
MJ icon
2227
Amplify Alternative Harvest ETF
MJ
$132M
$15.9K ﹤0.01%
425
-38
MCI
2228
Barings Corporate Investors
MCI
$347M
$15.8K ﹤0.01%
763
+13
HYLB icon
2229
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.44B
$15.8K ﹤0.01%
427
+238
IBTH icon
2230
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.19B
$15.8K ﹤0.01%
700
BYD icon
2231
Boyd Gaming
BYD
$6.44B
$15.7K ﹤0.01%
182
+81
MIR icon
2232
Mirion Technologies
MIR
$4.06B
$15.7K ﹤0.01%
676
+276
RDNT icon
2233
RadNet
RDNT
$4.31B
$15.6K ﹤0.01%
205
PNQI icon
2234
Invesco NASDAQ Internet ETF
PNQI
$517M
$15.6K ﹤0.01%
279
SWIM icon
2235
Latham Group
SWIM
$652M
$15.6K ﹤0.01%
+2,046
TQQQ icon
2236
ProShares UltraPro QQQ
TQQQ
$32.4B
$15.6K ﹤0.01%
302
+2
TS icon
2237
Tenaris
TS
$30.7B
$15.6K ﹤0.01%
+435
NOK icon
2238
Nokia
NOK
$75.6B
$15.5K ﹤0.01%
3,221
-4
NODK icon
2239
NI Holdings
NODK
$312M
$15.5K ﹤0.01%
1,140
STVN icon
2240
Stevanato
STVN
$4.92B
$15.4K ﹤0.01%
600
NANC icon
2241
Unusual Whales Subversive Democratic Trading ETF
NANC
$266M
$15.4K ﹤0.01%
344
-367
LUMN icon
2242
Lumen
LUMN
$8.52B
$15.4K ﹤0.01%
2,513
+17
WERN icon
2243
Werner Enterprises
WERN
$2.58B
$15.3K ﹤0.01%
582
FNX icon
2244
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.33B
$15.3K ﹤0.01%
122
RLJ.PRA icon
2245
RLJ Lodging Trust $1.95 Series A Preferred Stock
RLJ.PRA
$325M
$15.1K ﹤0.01%
600
ONTO icon
2246
Onto Innovation
ONTO
$13.2B
$15.1K ﹤0.01%
117
BFLY icon
2247
Butterfly Network
BFLY
$1.25B
$15.1K ﹤0.01%
+7,804
ATMU icon
2248
Atmus Filtration Technologies
ATMU
$3.84B
$15K ﹤0.01%
332
-902
AGM icon
2249
Federal Agricultural Mortgage
AGM
$1.94B
$14.9K ﹤0.01%
89
-1
FIDU icon
2250
Fidelity MSCI Industrials Index ETF
FIDU
$2.15B
$14.9K ﹤0.01%
182
+181
88 89
90
91 92