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
NLR icon
2276
VanEck Uranium + Nuclear Energy ETF
NLR
$4.69B
$13.8K ﹤0.01%
102
AMAL icon
2277
Amalgamated Financial
AMAL
$1.11B
$13.8K ﹤0.01%
509
-244
AAP icon
2278
Advance Auto Parts
AAP
$3.2B
$13.8K ﹤0.01%
225
-158
WFRD icon
2279
Weatherford International
WFRD
$6.16B
$13.7K ﹤0.01%
200
+143
LMND icon
2280
Lemonade
LMND
$4.04B
$13.7K ﹤0.01%
256
-39
SLQD icon
2281
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
$13.7K ﹤0.01%
+269
ARKF icon
2282
ARK Blockchain & Fintech Innovation ETF
ARKF
$830M
$13.6K ﹤0.01%
240
+129
DHT icon
2283
DHT Holdings
DHT
$2.74B
$13.5K ﹤0.01%
1,133
+3
CLMB icon
2284
Climb Global Solutions
CLMB
$381M
$13.5K ﹤0.01%
100
BOND icon
2285
PIMCO Active Bond Exchange-Traded Fund
BOND
$7.54B
$13.4K ﹤0.01%
144
-48
FSP
2286
Franklin Street Properties
FSP
$65.4M
$13.4K ﹤0.01%
8,385
DGP icon
2287
DB Gold Double Long ETN due February 15, 2038
DGP
$365M
$13.3K ﹤0.01%
100
AMBA icon
2288
Ambarella
AMBA
$2.28B
$13.3K ﹤0.01%
161
-1,000
GIB icon
2289
CGI
GIB
$15.7B
$13.3K ﹤0.01%
149
NEO icon
2290
NeoGenomics
NEO
$1.04B
$13.2K ﹤0.01%
1,715
-100
RWK icon
2291
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.07B
$13.2K ﹤0.01%
+105
PPTA
2292
Perpetua Resources
PPTA
$3.76B
$13.2K ﹤0.01%
+650
DGII icon
2293
Digi International
DGII
$1.86B
$13.1K ﹤0.01%
360
+40
IAGG icon
2294
iShares Core International Aggregate Bond Fund
IAGG
$12.3B
$13.1K ﹤0.01%
+256
AMC icon
2295
AMC Entertainment Holdings
AMC
$577M
$13K ﹤0.01%
4,473
-106
CLDX icon
2296
Celldex Therapeutics
CLDX
$1.97B
$12.9K ﹤0.01%
500
HQH
2297
abrdn Healthcare Investors
HQH
$1.02B
$12.9K ﹤0.01%
700
ESAB icon
2298
ESAB
ESAB
$6.37B
$12.8K ﹤0.01%
115
-4
ESGG icon
2299
FlexShares STOXX Global ESG Select Index Fund
ESGG
$102M
$12.8K ﹤0.01%
65
SAA icon
2300
ProShares Ulta SmallCap600
SAA
$22M
$12.8K ﹤0.01%
500
90 91
92
93 94