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
$59.2B
AUM Growth
+$748M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,576
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$269M
3
+$235M
4
LLY icon
Eli Lilly
LLY
+$200M
5
AMD icon
Advanced Micro Devices
AMD
+$127M

Top Sells

1
+$296M
2
+$178M
3
+$161M
4
RTX icon
RTX Corp
RTX
+$144M
5
AMZN icon
Amazon
AMZN
+$143M

Sector Composition

1 Technology 26.14%
2 Financials 11.73%
3 Healthcare 11%
4 Industrials 8.84%
5 Consumer Discretionary 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOLF icon
2476
Acushnet Holdings
GOLF
$5.59B
$8.46K ﹤0.01%
106
+6
IBTI icon
2477
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.57B
$8.45K ﹤0.01%
+378
SR icon
2478
Spire
SR
$5.38B
$8.44K ﹤0.01%
102
-1,223
IVR icon
2479
Invesco Mortgage Capital
IVR
$698M
$8.41K ﹤0.01%
1,000
NG icon
2480
NovaGold Resources
NG
$5.12B
$8.41K ﹤0.01%
+902
BV icon
2481
BrightView Holdings
BV
$1.14B
$8.39K ﹤0.01%
662
IBDY icon
2482
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.05B
$8.23K ﹤0.01%
+315
MHD icon
2483
BlackRock MuniHoldings Fund
MHD
$616M
$8.22K ﹤0.01%
700
MLGO
2484
MicroAlgo
MLGO
$43.7M
$8.2K ﹤0.01%
1,856
SAM icon
2485
Boston Beer
SAM
$2.44B
$8.2K ﹤0.01%
42
-202
WGS icon
2486
GeneDx Holdings
WGS
$2.6B
$8.19K ﹤0.01%
63
+1
TDW icon
2487
Tidewater
TDW
$3.81B
$8.18K ﹤0.01%
162
+11
TCMD icon
2488
Tactile Systems Technology
TCMD
$631M
$8.18K ﹤0.01%
282
+50
IBDV icon
2489
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.96B
$8.14K ﹤0.01%
369
+345
NHI icon
2490
National Health Investors
NHI
$4.18B
$8.1K ﹤0.01%
106
SPXN icon
2491
ProShares S&P 500 ex-Financials ETF
SPXN
$70.4M
$8.08K ﹤0.01%
+109
TLK icon
2492
Telkom Indonesia
TLK
$18B
$8.04K ﹤0.01%
382
+35
RCI icon
2493
Rogers Communications
RCI
$21.5B
$8K ﹤0.01%
212
OPEN icon
2494
Opendoor
OPEN
$5.05B
$7.89K ﹤0.01%
1,353
-45
PONY
2495
Pony AI Inc
PONY
$5.59B
$7.89K ﹤0.01%
544
IYR icon
2496
iShares US Real Estate ETF
IYR
$4.54B
$7.83K ﹤0.01%
83
IONS icon
2497
Ionis Pharmaceuticals
IONS
$12.5B
$7.83K ﹤0.01%
99
+88
FSTA icon
2498
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.44B
$7.79K ﹤0.01%
158
+1
PCF
2499
High Income Securities Fund
PCF
$109M
$7.77K ﹤0.01%
1,263
AVSC icon
2500
Avantis US Small Cap Equity ETF
AVSC
$2.34B
$7.75K ﹤0.01%
+132
98 99
100
101 102