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
FLGV icon
2601
Franklin US Treasury Bond ETF
FLGV
$1.02B
$5.5K ﹤0.01%
268
REZ icon
2602
iShares Residential and Multisector Real Estate ETF
REZ
$825M
$5.45K ﹤0.01%
66
THS
2603
DELISTED
Treehouse Foods
THS
$5.45K ﹤0.01%
231
+31
RXO icon
2604
RXO
RXO
$2.2B
$5.42K ﹤0.01%
429
-100
NSP icon
2605
Insperity
NSP
$754M
$5.42K ﹤0.01%
140
+37
DINO icon
2606
HF Sinclair
DINO
$9.58B
$5.39K ﹤0.01%
117
+77
JBBB icon
2607
Janus Henderson B-BBB CLO ETF
JBBB
$1.02B
$5.39K ﹤0.01%
113
-343
CLDT
2608
Chatham Lodging
CLDT
$373M
$5.35K ﹤0.01%
786
JIRE icon
2609
JPMorgan International Research Enhanced Equity ETF
JIRE
$9.87B
$5.34K ﹤0.01%
71
+45
UHAL icon
2610
U-Haul Holding Co
UHAL
$9.09B
$5.34K ﹤0.01%
106
-11
SCMB icon
2611
Schwab Municipal Bond ETF
SCMB
$3.65B
$5.31K ﹤0.01%
+206
HR icon
2612
Healthcare Realty
HR
$6.44B
$5.3K ﹤0.01%
313
-2,768
CRON
2613
Cronos Group
CRON
$955M
$5.26K ﹤0.01%
2,000
-1,000
LPX icon
2614
Louisiana-Pacific
LPX
$5.51B
$5.25K ﹤0.01%
65
+30
REZI icon
2615
Resideo Technologies
REZI
$5.26B
$5.2K ﹤0.01%
148
+43
IYZ icon
2616
iShares US Telecommunications ETF
IYZ
$824M
$5.19K ﹤0.01%
153
GRND icon
2617
Grindr
GRND
$2.21B
$5.13K ﹤0.01%
379
SEDG icon
2618
SolarEdge
SEDG
$2.3B
$5.08K ﹤0.01%
176
+14
RLY icon
2619
State Street Multi-Asset Real Return ETF
RLY
$914M
$5.06K ﹤0.01%
+161
ZG icon
2620
Zillow
ZG
$10.5B
$5.05K ﹤0.01%
74
-141
DEM icon
2621
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.51B
$5.04K ﹤0.01%
108
HNI icon
2622
HNI Corp
HNI
$2.88B
$5.04K ﹤0.01%
120
+52
PRAX icon
2623
Praxis Precision Medicines
PRAX
$8.63B
$5.01K ﹤0.01%
+17
EOLS icon
2624
Evolus
EOLS
$344M
$4.99K ﹤0.01%
750
NSA icon
2625
National Storage Affiliates Trust
NSA
$2.57B
$4.94K ﹤0.01%
175
+42
103 104
105
106 107