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
BOOT icon
2526
Boot Barn
BOOT
$5.27B
$7.24K ﹤0.01%
41
-23
RIOT icon
2527
Riot Platforms
RIOT
$5.61B
$7.24K ﹤0.01%
571
+198
COLL icon
2528
Collegium Pharmaceutical
COLL
$1.16B
$7.22K ﹤0.01%
156
-93
DOCN icon
2529
DigitalOcean
DOCN
$5.7B
$7.22K ﹤0.01%
150
+134
IWL icon
2530
iShares Russell Top 200 ETF
IWL
$2.02B
$7.18K ﹤0.01%
+42
IBTJ icon
2531
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.2B
$7.18K ﹤0.01%
+327
SXI icon
2532
Standex International
SXI
$3.16B
$7.17K ﹤0.01%
33
+12
STEM icon
2533
Stem
STEM
$92.5M
$7.16K ﹤0.01%
476
KEX icon
2534
Kirby Corp
KEX
$6.79B
$7.16K ﹤0.01%
+65
HTH icon
2535
Hilltop Holdings
HTH
$2.14B
$7.13K ﹤0.01%
210
+10
DJT icon
2536
Trump Media & Technology Group
DJT
$2.84B
$7.08K ﹤0.01%
535
-200
UNFI icon
2537
United Natural Foods
UNFI
$2.3B
$7.04K ﹤0.01%
209
+16
CRAI icon
2538
CRA International
CRAI
$1.09B
$7.02K ﹤0.01%
35
+13
FCN icon
2539
FTI Consulting
FCN
$4.97B
$7K ﹤0.01%
41
+39
ABSI icon
2540
Absci
ABSI
$382M
$7K ﹤0.01%
2,005
FSP
2541
Franklin Street Properties
FSP
$68.8M
$6.96K ﹤0.01%
7,360
-1,025
FRPT icon
2542
Freshpet
FRPT
$4.01B
$6.95K ﹤0.01%
114
+24
QRVO icon
2543
Qorvo
QRVO
$7.25B
$6.93K ﹤0.01%
82
-110
DPRO
2544
Draganfly
DPRO
$221M
$6.91K ﹤0.01%
1,000
RVT icon
2545
Royce Value Trust
RVT
$2.06B
$6.89K ﹤0.01%
428
-566
SQQQ icon
2546
ProShares UltraPro Short QQQ
SQQQ
$2.43B
$6.85K ﹤0.01%
100
+86
BCC icon
2547
Boise Cascade
BCC
$2.59B
$6.84K ﹤0.01%
93
-555
PRVA icon
2548
Privia Health
PRVA
$2.73B
$6.83K ﹤0.01%
288
+175
DRS icon
2549
Leonardo DRS
DRS
$12.3B
$6.82K ﹤0.01%
200
USIO icon
2550
Usio Inc
USIO
$34.4M
$6.82K ﹤0.01%
5,013