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
ICUI icon
2801
ICU Medical
ICUI
$3.3B
$2K ﹤0.01%
+14
CALM icon
2802
Cal-Maine
CALM
$4.2B
$1.99K ﹤0.01%
25
+10
AMSC icon
2803
American Superconductor
AMSC
$1.46B
$1.99K ﹤0.01%
69
+44
CRML icon
2804
Critical Metals Corp
CRML
$1.18B
$1.98K ﹤0.01%
+285
PACB icon
2805
Pacific Biosciences
PACB
$408M
$1.95K ﹤0.01%
1,040
+181
BOND icon
2806
PIMCO Active Bond Exchange-Traded Fund
BOND
$7.56B
$1.94K ﹤0.01%
21
-123
TALO icon
2807
Talos Energy
TALO
$2.26B
$1.93K ﹤0.01%
175
-41
GAME icon
2808
GameSquare
GAME
$28.4M
$1.93K ﹤0.01%
+5,000
HUMA icon
2809
Humacyte
HUMA
$230M
$1.92K ﹤0.01%
2,000
ADEA icon
2810
Adeia
ADEA
$2.54B
$1.92K ﹤0.01%
111
+25
MCR
2811
MFS Charter Income Trust
MCR
$257M
$1.88K ﹤0.01%
300
FRME icon
2812
First Merchants
FRME
$2.34B
$1.87K ﹤0.01%
50
-1,164
GPOR icon
2813
Gulfport Energy Corp
GPOR
$3.63B
$1.87K ﹤0.01%
9
+4
MGPI icon
2814
MGP Ingredients
MGPI
$389M
$1.87K ﹤0.01%
+77
LUNR icon
2815
Intuitive Machines
LUNR
$2.63B
$1.85K ﹤0.01%
+114
FHB icon
2816
First Hawaiian
FHB
$2.95B
$1.85K ﹤0.01%
73
-1,869
LAB icon
2817
Standard BioTools
LAB
$374M
$1.79K ﹤0.01%
1,400
GPK icon
2818
Graphic Packaging
GPK
$3.03B
$1.78K ﹤0.01%
118
+55
ACMR icon
2819
ACM Research
ACMR
$3.15B
$1.77K ﹤0.01%
45
+12
APPN icon
2820
Appian
APPN
$1.89B
$1.77K ﹤0.01%
50
BWX icon
2821
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.65B
$1.74K ﹤0.01%
77
NEON icon
2822
Neonode
NEON
$27.2M
$1.74K ﹤0.01%
1,000
FINV
2823
FinVolution Group
FINV
$1.32B
$1.69K ﹤0.01%
323
BMRA icon
2824
Biomerica
BMRA
$6.1M
$1.67K ﹤0.01%
662
+150
BLIN icon
2825
Bridgeline Digital
BLIN
$12.5M
$1.66K ﹤0.01%
2,000
111 112
113
114 115