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
AAAU icon
2551
Goldman Sachs Physical Gold ETF Shares
AAAU
$3.21B
$6.81K ﹤0.01%
160
+135
RDY icon
2552
Dr. Reddy's Laboratories
RDY
$12.1B
$6.74K ﹤0.01%
480
BRSP
2553
BrightSpire Capital
BRSP
$737M
$6.72K ﹤0.01%
1,200
-9,745
UPXI icon
2554
Upexi
UPXI
$71.4M
$6.72K ﹤0.01%
+4,000
NWL icon
2555
Newell Brands
NWL
$1.77B
$6.71K ﹤0.01%
1,805
-1,041
HEWJ icon
2556
iShares Currency Hedged MSCI Japan ETF
HEWJ
$761M
$6.64K ﹤0.01%
+126
VCTR icon
2557
Victory Capital Holdings
VCTR
$4.27B
$6.62K ﹤0.01%
105
+11
FWDI
2558
Forward Industries Inc
FWDI
$423M
$6.61K ﹤0.01%
+1,000
TGTX icon
2559
TG Therapeutics
TGTX
$4.67B
$6.59K ﹤0.01%
221
+24
TRMK icon
2560
Trustmark
TRMK
$2.45B
$6.58K ﹤0.01%
169
+123
FUTY icon
2561
Fidelity MSCI Utilities Index ETF
FUTY
$2.41B
$6.57K ﹤0.01%
119
+118
MAGN
2562
Magnera Corp
MAGN
$408M
$6.54K ﹤0.01%
432
-330
LLYVA icon
2563
Liberty Live Group Series A
LLYVA
$9.02B
$6.52K ﹤0.01%
80
-901
CPRI icon
2564
Capri Holdings
CPRI
$2.13B
$6.49K ﹤0.01%
+266
ASBP
2565
Aspire Biopharma
ASBP
$6.13M
$6.48K ﹤0.01%
1,228
WINA icon
2566
Winmark
WINA
$1.58B
$6.48K ﹤0.01%
16
+6
RIGL icon
2567
Rigel Pharmaceuticals
RIGL
$503M
$6.42K ﹤0.01%
+150
ONC
2568
BeOne Medicines Ltd
ONC
$33.9B
$6.38K ﹤0.01%
21
-8
W icon
2569
Wayfair
W
$9.78B
$6.33K ﹤0.01%
63
+30
OPK icon
2570
Opko Health
OPK
$881M
$6.3K ﹤0.01%
+5,000
EPRT icon
2571
Essential Properties Realty Trust
EPRT
$7.08B
$6.26K ﹤0.01%
211
+125
OPLN
2572
Openlane
OPLN
$3.01B
$6.22K ﹤0.01%
209
-2,698
XRAY icon
2573
Dentsply Sirona
XRAY
$2.53B
$6.21K ﹤0.01%
543
+155
CBZ icon
2574
CBIZ
CBZ
$1.43B
$6.21K ﹤0.01%
123
+30
AMAL icon
2575
Amalgamated Financial
AMAL
$1.13B
$6.2K ﹤0.01%
194
-315
101 102
103
104 105