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
NWL icon
2251
Newell Brands
NWL
$1.75B
$14.9K ﹤0.01%
2,846
-1,032
BRKR icon
2252
Bruker
BRKR
$5.51B
$14.9K ﹤0.01%
458
+420
ROM icon
2253
ProShares Ultra Technology
ROM
$740M
$14.8K ﹤0.01%
160
TAK icon
2254
Takeda Pharmaceutical
TAK
$56.2B
$14.8K ﹤0.01%
1,009
+307
CGNG
2255
Capital Group New Geography Equity ETF
CGNG
$1.64B
$14.7K ﹤0.01%
+477
FENC icon
2256
Fennec Pharmaceuticals
FENC
$262M
$14.6K ﹤0.01%
1,565
FTGS icon
2257
First Trust Growth Strength ETF
FTGS
$1.23B
$14.6K ﹤0.01%
407
PJAN icon
2258
Innovator US Equity Power Buffer ETF January
PJAN
$1.55B
$14.6K ﹤0.01%
319
GDYN icon
2259
Grid Dynamics Holdings
GDYN
$548M
$14.6K ﹤0.01%
1,890
+187
BME icon
2260
BlackRock Health Sciences Trust
BME
$520M
$14.5K ﹤0.01%
+391
SRCE icon
2261
1st Source
SRCE
$1.63B
$14.5K ﹤0.01%
235
+10
EXP icon
2262
Eagle Materials
EXP
$5.91B
$14.4K ﹤0.01%
62
-4
QFIN icon
2263
Qfin Holdings
QFIN
$1.84B
$14.4K ﹤0.01%
500
RUN icon
2264
Sunrun
RUN
$2.84B
$14.3K ﹤0.01%
828
+825
AVTR icon
2265
Avantor
AVTR
$5.65B
$14.3K ﹤0.01%
1,147
-1,996
ERTH icon
2266
Invesco MSCI Sustainable Future ETF
ERTH
$139M
$14.3K ﹤0.01%
+300
GRFS icon
2267
Grifois
GRFS
$5.36B
$14.3K ﹤0.01%
1,435
+1,429
RMR icon
2268
The RMR Group
RMR
$282M
$14.2K ﹤0.01%
900
LKFN icon
2269
Lakeland Financial Corp
LKFN
$1.42B
$14.1K ﹤0.01%
+220
BLD icon
2270
TopBuild
BLD
$10.4B
$14.1K ﹤0.01%
36
+8
NVDU icon
2271
Direxion Shares ETF Trust Direxion Daily NVDA Bull 2X ETF
NVDU
$587M
$14K ﹤0.01%
107
+1
VREX icon
2272
Varex Imaging
VREX
$455M
$13.9K ﹤0.01%
1,125
MMYT icon
2273
MakeMyTrip
MMYT
$4.38B
$13.9K ﹤0.01%
149
-34
GCOW icon
2274
Pacer Global Cash Cows Dividend ETF
GCOW
$3.14B
$13.9K ﹤0.01%
351
UI icon
2275
Ubiquiti
UI
$45.2B
$13.9K ﹤0.01%
21
-92
89 90
91
92 93