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
SLVM icon
2301
Sylvamo
SLVM
$1.7B
$12.8K ﹤0.01%
290
+1
GABC icon
2302
German American Bancorp
GABC
$1.47B
$12.8K ﹤0.01%
326
-3
FEZ icon
2303
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.91B
$12.8K ﹤0.01%
206
+161
RC
2304
Ready Capital
RC
$306M
$12.8K ﹤0.01%
3,300
+1,500
JSI icon
2305
Janus Henderson Securitized Income ETF
JSI
$1.49B
$12.8K ﹤0.01%
+244
OXSQ icon
2306
Oxford Square Capital
OXSQ
$156M
$12.7K ﹤0.01%
8,000
HAFN icon
2307
Hafnia
HAFN
$3.37B
$12.7K ﹤0.01%
+2,123
IMCR icon
2308
Immunocore
IMCR
$1.63B
$12.7K ﹤0.01%
350
-16
CTS icon
2309
CTS Corp
CTS
$1.37B
$12.7K ﹤0.01%
318
RGEN icon
2310
Repligen
RGEN
$6.68B
$12.7K ﹤0.01%
95
+15
AL icon
2311
Air Lease Corp
AL
$7.24B
$12.7K ﹤0.01%
199
+4
TECS icon
2312
Direxion Daily Technology Bear 3x ETF
TECS
$43.8M
$12.6K ﹤0.01%
653
+9
UTL icon
2313
Unitil
UTL
$950M
$12.6K ﹤0.01%
263
+44
HIBL icon
2314
Direxion Daily S&P 500 High Beta Bull 3X ETF
HIBL
$48.9M
$12.6K ﹤0.01%
213
CURE icon
2315
Direxion Daily Healthcare Bull 3X ETF
CURE
$144M
$12.5K ﹤0.01%
150
ITGR icon
2316
Integer Holdings
ITGR
$3.04B
$12.5K ﹤0.01%
121
+73
ALX
2317
Alexander's
ALX
$1.26B
$12.4K ﹤0.01%
+53
PHG icon
2318
Philips
PHG
$27.3B
$12.4K ﹤0.01%
455
+1
QS icon
2319
QuantumScape Corp
QS
$4.21B
$12.3K ﹤0.01%
1,000
-775
QUBT icon
2320
Quantum Computing Inc
QUBT
$1.66B
$12.2K ﹤0.01%
665
-350
PONY
2321
Pony AI Inc
PONY
$5.42B
$12.2K ﹤0.01%
544
SAR icon
2322
Saratoga Investment
SAR
$366M
$12.2K ﹤0.01%
500
-200
UTZ icon
2323
Utz Brands
UTZ
$664M
$12.2K ﹤0.01%
1,000
EEMA icon
2324
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.74B
$12.1K ﹤0.01%
+132
DJT icon
2325
Trump Media & Technology Group
DJT
$2.8B
$12.1K ﹤0.01%
735
-300
91 92
93
94 95