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
BDSX icon
2351
Biodesix
BDSX
$185M
$11.1K ﹤0.01%
1,466
-1
HLNE icon
2352
Hamilton Lane
HLNE
$4.59B
$11.1K ﹤0.01%
82
+52
EPS icon
2353
WisdomTree US LargeCap Fund
EPS
$1.38B
$11K ﹤0.01%
160
AG icon
2354
First Majestic Silver
AG
$12.7B
$11K ﹤0.01%
897
-1,801
SA
2355
Seabridge Gold
SA
$3.61B
$11K ﹤0.01%
+456
IBDT icon
2356
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.76B
$10.9K ﹤0.01%
426
+5
SYNA icon
2357
Synaptics
SYNA
$2.92B
$10.9K ﹤0.01%
159
-115
MGA icon
2358
Magna International
MGA
$16.1B
$10.8K ﹤0.01%
229
+46
BTO
2359
John Hancock Financial Opportunities Fund
BTO
$689M
$10.8K ﹤0.01%
300
OPEN icon
2360
Opendoor
OPEN
$5.05B
$10.8K ﹤0.01%
1,398
+930
NXP icon
2361
Nuveen Select Tax-Free Income Portfolio
NXP
$756M
$10.7K ﹤0.01%
+741
MTZ icon
2362
MasTec
MTZ
$23.7B
$10.6K ﹤0.01%
50
-1,171
BOOT icon
2363
Boot Barn
BOOT
$5.27B
$10.6K ﹤0.01%
+64
DRVN icon
2364
Driven Brands
DRVN
$1.69B
$10.6K ﹤0.01%
658
-125
SCHO icon
2365
Schwab Short-Term US Treasury ETF
SCHO
$11.8B
$10.5K ﹤0.01%
432
+427
VMO icon
2366
Invesco Municipal Opportunity Trust
VMO
$664M
$10.5K ﹤0.01%
1,088
SCHJ icon
2367
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$731M
$10.4K ﹤0.01%
419
+5
SIMO icon
2368
Silicon Motion
SIMO
$4.2B
$10.4K ﹤0.01%
110
-13
UMC icon
2369
United Microelectronic
UMC
$24.4B
$10.4K ﹤0.01%
1,372
-652
RFG icon
2370
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$311M
$10.3K ﹤0.01%
203
ASX icon
2371
ASE Group
ASX
$47.9B
$10.2K ﹤0.01%
924
LUCK
2372
Lucky Strike Entertainment
LUCK
$1.17B
$10.2K ﹤0.01%
1,000
-12,500
VRIG icon
2373
Invesco Variable Rate Investment Grade ETF
VRIG
$1.43B
$10.2K ﹤0.01%
407
QTWO icon
2374
Q2 Holdings
QTWO
$3.2B
$10.2K ﹤0.01%
141
MSOS icon
2375
AdvisorShares Pure US Cannabis ETF
MSOS
$770M
$10.2K ﹤0.01%
2,130
-1,577
93 94
95
96 97