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
PCT icon
2401
PureCycle Technologies
PCT
$1.01B
$9.44K ﹤0.01%
718
HIPS icon
2402
GraniteShares HIPS US High Income ETF
HIPS
$97M
$9.43K ﹤0.01%
800
TEX icon
2403
Terex
TEX
$7.26B
$9.39K ﹤0.01%
183
+35
ACA icon
2404
Arcosa
ACA
$5.31B
$9.37K ﹤0.01%
100
VYGR icon
2405
Voyager Therapeutics
VYGR
$270M
$9.34K ﹤0.01%
+2,000
CRBN icon
2406
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.01B
$9.3K ﹤0.01%
41
NAD icon
2407
Nuveen Quality Municipal Income Fund
NAD
$2.82B
$9.29K ﹤0.01%
795
GAB icon
2408
Gabelli Equity Trust
GAB
$1.81B
$9.26K ﹤0.01%
1,520
+36
UVE icon
2409
Universal Insurance Holdings
UVE
$960M
$9.21K ﹤0.01%
350
+91
GIC icon
2410
Global Industrial
GIC
$1.21B
$9.17K ﹤0.01%
250
ASA
2411
ASA Gold and Precious Metals
ASA
$1.39B
$9.16K ﹤0.01%
200
EVER icon
2412
EverQuote
EVER
$570M
$9.15K ﹤0.01%
400
YORW icon
2413
York Water
YORW
$458M
$9.13K ﹤0.01%
300
+235
GME icon
2414
GameStop
GME
$11B
$9.11K ﹤0.01%
334
+28
PBR icon
2415
Petrobras
PBR
$122B
$9.09K ﹤0.01%
718
+210
DRS icon
2416
Leonardo DRS
DRS
$12.3B
$9.08K ﹤0.01%
200
URTH icon
2417
iShares MSCI World ETF
URTH
$6.73B
$9.08K ﹤0.01%
50
PRDO icon
2418
Perdoceo Education
PRDO
$2.15B
$9.08K ﹤0.01%
241
-37
AVNS icon
2419
Avanos Medical
AVNS
$610M
$9.07K ﹤0.01%
785
DSU icon
2420
BlackRock Debt Strategies Fund
DSU
$620M
$8.98K ﹤0.01%
846
-7,753
MAGN
2421
Magnera Corp
MAGN
$408M
$8.93K ﹤0.01%
762
-40
CMBT
2422
CMB.TECH NV
CMBT
$3.74B
$8.92K ﹤0.01%
+950
VNM icon
2423
VanEck Vietnam ETF
VNM
$579M
$8.92K ﹤0.01%
500
-300
AOA icon
2424
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.84B
$8.91K ﹤0.01%
101
+1
IMFL icon
2425
Invesco International Developed Dynamic Multifactor ETF
IMFL
$915M
$8.9K ﹤0.01%
+322
95 96
97
98 99