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
CNOB icon
2676
Center Bancorp
CNOB
$1.28B
$3.96K ﹤0.01%
151
CARG icon
2677
CarGurus
CARG
$2.99B
$3.91K ﹤0.01%
+102
VERX icon
2678
Vertex
VERX
$2.26B
$3.89K ﹤0.01%
195
-120
FSLY icon
2679
Fastly Inc
FSLY
$3.65B
$3.88K ﹤0.01%
381
+371
ITUB icon
2680
Itaú Unibanco
ITUB
$93.2B
$3.86K ﹤0.01%
540
-398
OUST icon
2681
Ouster
OUST
$1.55B
$3.85K ﹤0.01%
178
+144
COPX icon
2682
Global X Copper Miners ETF NEW
COPX
$7.56B
$3.83K ﹤0.01%
53
+17
HTBK icon
2683
Heritage Commerce
HTBK
$748M
$3.82K ﹤0.01%
318
CWT icon
2684
California Water Service
CWT
$2.63B
$3.79K ﹤0.01%
88
-1,062
MX icon
2685
Magnachip Semiconductor
MX
$101M
$3.78K ﹤0.01%
1,481
RIG icon
2686
Transocean
RIG
$6.96B
$3.77K ﹤0.01%
912
+293
ELPC icon
2687
Copel
ELPC
$8.53B
$3.72K ﹤0.01%
+391
DBI icon
2688
Designer Brands
DBI
$291M
$3.71K ﹤0.01%
500
AAMI
2689
Acadian Asset Management
AAMI
$1.81B
$3.71K ﹤0.01%
79
+6
JILL icon
2690
J. Jill
JILL
$237M
$3.7K ﹤0.01%
270
U icon
2691
Unity
U
$8.68B
$3.62K ﹤0.01%
82
-2,190
TAL icon
2692
TAL Education Group
TAL
$6.69B
$3.6K ﹤0.01%
330
IRDM icon
2693
Iridium Communications
IRDM
$2.6B
$3.6K ﹤0.01%
207
-1,647
IPGP icon
2694
IPG Photonics
IPGP
$5.09B
$3.58K ﹤0.01%
50
-9
BLV icon
2695
Vanguard Long-Term Bond ETF
BLV
$5.89B
$3.55K ﹤0.01%
+51
FIVN icon
2696
FIVE9
FIVN
$1.28B
$3.53K ﹤0.01%
176
+116
INMD icon
2697
InMode
INMD
$833M
$3.53K ﹤0.01%
240
ICFI icon
2698
ICF International
ICFI
$1.31B
$3.5K ﹤0.01%
41
ROKU icon
2699
Roku
ROKU
$14.9B
$3.47K ﹤0.01%
32
-1,624
JHI
2700
John Hancock Investors Trust
JHI
$118M
$3.43K ﹤0.01%
251