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
PRSU
2501
Pursuit Attractions and Hospitality Inc
PRSU
$1.04B
$7.75K ﹤0.01%
230
-1,654
IMCR icon
2502
Immunocore
IMCR
$1.69B
$7.74K ﹤0.01%
223
-127
APPF icon
2503
AppFolio
APPF
$6.66B
$7.68K ﹤0.01%
33
+32
JQC icon
2504
Nuveen Credit Strategies Income Fund
JQC
$711M
$7.62K ﹤0.01%
1,519
-2,632
BETA
2505
Beta Technologies Inc
BETA
$4.36B
$7.62K ﹤0.01%
+270
BYND icon
2506
Beyond Meat
BYND
$358M
$7.6K ﹤0.01%
9,266
+9,004
WF icon
2507
Woori Financial
WF
$16.4B
$7.58K ﹤0.01%
129
CX icon
2508
Cemex
CX
$15.6B
$7.56K ﹤0.01%
658
RING icon
2509
iShares MSCI Global Gold Miners ETF
RING
$3.59B
$7.51K ﹤0.01%
102
MLR icon
2510
Miller Industries
MLR
$508M
$7.51K ﹤0.01%
+201
TMV icon
2511
Direxion Daily 20+ Year Treasury Bear 3X ETF
TMV
$183M
$7.43K ﹤0.01%
200
AAP icon
2512
Advance Auto Parts
AAP
$3.07B
$7.43K ﹤0.01%
189
-36
VDC icon
2513
Vanguard Consumer Staples ETF
VDC
$7.93B
$7.39K ﹤0.01%
35
AMH icon
2514
American Homes 4 Rent
AMH
$10.7B
$7.38K ﹤0.01%
230
-1,107
XMMO icon
2515
Invesco S&P MidCap Momentum ETF
XMMO
$5.56B
$7.35K ﹤0.01%
+53
GIC icon
2516
Global Industrial
GIC
$1.21B
$7.3K ﹤0.01%
250
PVH icon
2517
PVH
PVH
$2.89B
$7.3K ﹤0.01%
+109
CBT icon
2518
Cabot Corp
CBT
$3.59B
$7.29K ﹤0.01%
+110
NTSE icon
2519
WisdomTree Emerging Markets Efficient Core Fund
NTSE
$47.7M
$7.28K ﹤0.01%
193
DDS icon
2520
Dillards
DDS
$9.4B
$7.28K ﹤0.01%
12
+4
PALL icon
2521
abrdn Physical Palladium Shares ETF
PALL
$1.07B
$7.27K ﹤0.01%
50
NHC icon
2522
National Healthcare
NHC
$2.45B
$7.27K ﹤0.01%
53
+3
OPCH icon
2523
Option Care Health
OPCH
$4.63B
$7.26K ﹤0.01%
228
+226
JHX icon
2524
James Hardie Industries
JHX
$12.1B
$7.26K ﹤0.01%
350
+157
BRKR icon
2525
Bruker
BRKR
$5.57B
$7.25K ﹤0.01%
154
-304
99 100
101
102 103