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
HWKN icon
2701
Hawkins
HWKN
$3.09B
$3.41K ﹤0.01%
24
+5
PHR icon
2702
Phreesia
PHR
$684M
$3.38K ﹤0.01%
+200
ACHC icon
2703
Acadia Healthcare
ACHC
$2.2B
$3.36K ﹤0.01%
237
+122
FMET icon
2704
Fidelity Metaverse ETF
FMET
$42.8M
$3.35K ﹤0.01%
93
DOO
2705
Bombardier Recreational Products
DOO
$4.85B
$3.33K ﹤0.01%
47
CRK icon
2706
Comstock Resources
CRK
$5.92B
$3.31K ﹤0.01%
143
-1,455
IHE icon
2707
iShares US Pharmaceuticals ETF
IHE
$1.03B
$3.31K ﹤0.01%
+39
RGR icon
2708
Sturm, Ruger & Co
RGR
$621M
$3.3K ﹤0.01%
101
KRMN
2709
Karman Holdings
KRMN
$13.9B
$3.29K ﹤0.01%
+45
RC
2710
Ready Capital
RC
$305M
$3.27K ﹤0.01%
1,500
-1,800
BITO icon
2711
ProShares Bitcoin Strategy ETF
BITO
$1.87B
$3.26K ﹤0.01%
268
BETR icon
2712
Better Home & Finance Holding
BETR
$627M
$3.26K ﹤0.01%
100
MLCO icon
2713
Melco Resorts & Entertainment
MLCO
$2.18B
$3.25K ﹤0.01%
430
FWRG icon
2714
First Watch Restaurant Group
FWRG
$761M
$3.21K ﹤0.01%
+213
SLDP icon
2715
Solid Power
SLDP
$719M
$3.19K ﹤0.01%
+750
LEU icon
2716
Centrus Energy
LEU
$3.94B
$3.16K ﹤0.01%
13
+2
COLD icon
2717
Americold
COLD
$3.37B
$3.14K ﹤0.01%
244
-1,796
MASI icon
2718
Masimo
MASI
$9.16B
$3.12K ﹤0.01%
24
+9
TPST icon
2719
Tempest Therapeutics
TPST
$32.4M
$3.1K ﹤0.01%
1,080
+620
FDLO icon
2720
Fidelity Low Volatility Factor ETF
FDLO
$1.44B
$3.06K ﹤0.01%
46
+16
NEOV icon
2721
NeoVolta
NEOV
$165M
$3.04K ﹤0.01%
+1,000
CDP icon
2722
COPT Defense Properties
CDP
$3.62B
$3.03K ﹤0.01%
+109
WMG icon
2723
Warner Music
WMG
$14.1B
$3.01K ﹤0.01%
98
+92
FG icon
2724
F&G Annuities & Life
FG
$2.86B
$3K ﹤0.01%
97
+45
TMC icon
2725
TMC The Metals Company
TMC
$2.65B
$2.99K ﹤0.01%
+485
107 108
109
110 111