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
BZ icon
2451
Kanzhun
BZ
$6.99B
$8.39K ﹤0.01%
359
CRON
2452
Cronos Group
CRON
$955M
$8.34K ﹤0.01%
3,000
+1,000
STEM icon
2453
Stem
STEM
$92.5M
$8.34K ﹤0.01%
476
MHD icon
2454
BlackRock MuniHoldings Fund
MHD
$616M
$8.22K ﹤0.01%
700
WIT icon
2455
Wipro
WIT
$26.7B
$8.22K ﹤0.01%
3,126
UTI icon
2456
Universal Technical Institute
UTI
$1.89B
$8.2K ﹤0.01%
+252
DPRO
2457
Draganfly
DPRO
$221M
$8.14K ﹤0.01%
1,000
RXO icon
2458
RXO
RXO
$2.09B
$8.14K ﹤0.01%
529
LUNG icon
2459
Pulmonx
LUNG
$73.6M
$8.1K ﹤0.01%
5,000
REMX icon
2460
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.97B
$8.1K ﹤0.01%
123
-67
TDW icon
2461
Tidewater
TDW
$3.81B
$8.05K ﹤0.01%
151
ZIMV
2462
DELISTED
ZimVie
ZIMV
$8.05K ﹤0.01%
425
-85
IYR icon
2463
iShares US Real Estate ETF
IYR
$4.54B
$8.03K ﹤0.01%
83
+1
PCF
2464
High Income Securities Fund
PCF
$109M
$8.02K ﹤0.01%
1,263
INFA
2465
DELISTED
Informatica
INFA
$7.97K ﹤0.01%
321
PSN icon
2466
Parsons
PSN
$6.35B
$7.88K ﹤0.01%
95
+24
GOLF icon
2467
Acushnet Holdings
GOLF
$5.59B
$7.85K ﹤0.01%
100
FSTA icon
2468
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.44B
$7.85K ﹤0.01%
+157
VERX icon
2469
Vertex
VERX
$2.28B
$7.81K ﹤0.01%
315
-17
OIH icon
2470
VanEck Oil Services ETF
OIH
$2.52B
$7.8K ﹤0.01%
30
ACIW icon
2471
ACI Worldwide
ACIW
$4.22B
$7.65K ﹤0.01%
145
+110
SIL icon
2472
Global X Silver Miners ETF NEW
SIL
$6.39B
$7.59K ﹤0.01%
106
+15
VPC icon
2473
Virtus Private Credit Strategy ETF
VPC
$37.3M
$7.56K ﹤0.01%
+400
AVA icon
2474
Avista
AVA
$3.23B
$7.56K ﹤0.01%
200
IVR icon
2475
Invesco Mortgage Capital
IVR
$698M
$7.56K ﹤0.01%
1,000