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
SONO icon
2626
Sonos
SONO
$1.71B
$4.92K ﹤0.01%
280
+30
CTBI icon
2627
Community Trust Bancorp
CTBI
$1.07B
$4.92K ﹤0.01%
87
+22
JPRE icon
2628
JPMorgan Realty Income ETF
JPRE
$473M
$4.91K ﹤0.01%
+105
BOX icon
2629
Box
BOX
$3.53B
$4.91K ﹤0.01%
164
-1,038
HLMN icon
2630
Hillman Solutions
HLMN
$1.63B
$4.89K ﹤0.01%
565
IMTM icon
2631
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.64B
$4.89K ﹤0.01%
102
+58
RBBN icon
2632
Ribbon Communications
RBBN
$395M
$4.89K ﹤0.01%
+1,697
DJCO icon
2633
Daily Journal
DJCO
$742M
$4.87K ﹤0.01%
10
+1
JBLU icon
2634
JetBlue
JBLU
$1.63B
$4.87K ﹤0.01%
1,071
+71
PTEN icon
2635
Patterson-UTI
PTEN
$3.73B
$4.87K ﹤0.01%
797
+85
JTEK icon
2636
JPMorgan US Tech Leaders ETF
JTEK
$3.22B
$4.86K ﹤0.01%
54
+18
RC.PRC
2637
Ready Capital Corp 6.25% Series C Preferred Stock
RC.PRC
$4.22M
$4.81K ﹤0.01%
350
PHYL icon
2638
PGIM Active High Yield Bond ETF
PHYL
$1.25B
$4.79K ﹤0.01%
+135
GLIN icon
2639
VanEck India Growth Leaders ETF
GLIN
$170M
$4.75K ﹤0.01%
103
+48
HNDL icon
2640
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$638M
$4.74K ﹤0.01%
215
+3
CSTM icon
2641
Constellium
CSTM
$3.42B
$4.71K ﹤0.01%
250
BILI icon
2642
Bilibili
BILI
$10.4B
$4.7K ﹤0.01%
191
KIE icon
2643
State Street SPDR S&P Insurance ETF
KIE
$427M
$4.69K ﹤0.01%
78
SERV
2644
Serve Robotics
SERV
$795M
$4.64K ﹤0.01%
+447
PBYI icon
2645
Puma Biotechnology
PBYI
$305M
$4.61K ﹤0.01%
775
IIPR icon
2646
Innovative Industrial Properties
IIPR
$1.51B
$4.59K ﹤0.01%
97
+6
GNTX icon
2647
Gentex
GNTX
$4.66B
$4.58K ﹤0.01%
197
-1,870
VGLT icon
2648
Vanguard Long-Term Treasury ETF
VGLT
$10.8B
$4.52K ﹤0.01%
81
BZ icon
2649
Kanzhun
BZ
$6.69B
$4.5K ﹤0.01%
221
-138
PDBC icon
2650
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.13B
$4.44K ﹤0.01%
335
+12
104 105
106
107 108