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
VAL icon
2576
Valaris
VAL
$6.31B
$6.2K ﹤0.01%
123
+121
PCT icon
2577
PureCycle Technologies
PCT
$1.06B
$6.17K ﹤0.01%
718
WLDN icon
2578
Willdan Group
WLDN
$1.23B
$6.12K ﹤0.01%
59
PLMR icon
2579
Palomar
PLMR
$3.29B
$6.06K ﹤0.01%
45
+20
BRC icon
2580
Brady Corp
BRC
$4.1B
$5.96K ﹤0.01%
76
+62
INGM
2581
Ingram Micro Holding
INGM
$5.21B
$5.95K ﹤0.01%
+279
HIMU
2582
iShares High Yield Muni Active ETF
HIMU
$2.61B
$5.94K ﹤0.01%
122
SVM
2583
Silvercorp Metals
SVM
$2.72B
$5.94K ﹤0.01%
712
CART icon
2584
Maplebear
CART
$9.14B
$5.89K ﹤0.01%
131
-52
MAN icon
2585
ManpowerGroup
MAN
$1.29B
$5.89K ﹤0.01%
198
-58
INOD icon
2586
Innodata
INOD
$1.44B
$5.81K ﹤0.01%
+114
SPMB icon
2587
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.86B
$5.78K ﹤0.01%
+258
PII icon
2588
Polaris
PII
$2.99B
$5.75K ﹤0.01%
91
+90
RLAY icon
2589
Relay Therapeutics
RLAY
$1.93B
$5.75K ﹤0.01%
+680
HQH
2590
abrdn Healthcare Investors
HQH
$1.03B
$5.74K ﹤0.01%
303
-397
NNE
2591
Nano Nuclear Energy
NNE
$1.24B
$5.71K ﹤0.01%
238
+163
RDVT icon
2592
Red Violet
RDVT
$612M
$5.7K ﹤0.01%
100
MGRC icon
2593
McGrath RentCorp
MGRC
$2.57B
$5.67K ﹤0.01%
54
-4,180
DRIV icon
2594
Global X Autonomous & Electric Vehicles ETF
DRIV
$341M
$5.62K ﹤0.01%
190
FROG icon
2595
JFrog
FROG
$4.89B
$5.62K ﹤0.01%
90
+2
ABVX
2596
Abivax
ABVX
$8.88B
$5.53K ﹤0.01%
+41
SPXU icon
2597
ProShares UltraPro Short S&P 500
SPXU
$494M
$5.52K ﹤0.01%
111
+7
ELS icon
2598
Equity Lifestyle Properties
ELS
$13.1B
$5.52K ﹤0.01%
91
+39
TAK icon
2599
Takeda Pharmaceutical
TAK
$57.5B
$5.52K ﹤0.01%
354
-655
SARO
2600
StandardAero Inc
SARO
$9.48B
$5.51K ﹤0.01%
+192