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
CFLT icon
2851
Confluent
CFLT
$11B
$1.51K ﹤0.01%
50
-761
REE icon
2852
REE Automotive
REE
$16.8M
$1.47K ﹤0.01%
2,000
EYE icon
2853
National Vision
EYE
$2.1B
$1.45K ﹤0.01%
+56
NIO icon
2854
NIO
NIO
$13.9B
$1.43K ﹤0.01%
280
+28
BLOK icon
2855
Amplify Blockchain Technology ETF
BLOK
$1B
$1.42K ﹤0.01%
25
-21
HIFS icon
2856
Hingham Institution for Saving
HIFS
$609M
$1.42K ﹤0.01%
+5
BFK
2857
DELISTED
BlackRock Municipal Income Trust
BFK
$1.4K ﹤0.01%
+140
PACS icon
2858
PACS Group
PACS
$5.4B
$1.38K ﹤0.01%
36
+35
AUDC icon
2859
AudioCodes
AUDC
$233M
$1.37K ﹤0.01%
157
+100
KLIC icon
2860
Kulicke & Soffa
KLIC
$3.41B
$1.37K ﹤0.01%
30
+12
BAB icon
2861
Invesco Taxable Municipal Bond ETF
BAB
$1.04B
$1.36K ﹤0.01%
50
-2,105
UPST icon
2862
Upstart Holdings
UPST
$2.56B
$1.36K ﹤0.01%
31
+24
SOXQ icon
2863
Invesco PHLX Semiconductor ETF
SOXQ
$1.02B
$1.34K ﹤0.01%
24
-8
GRC icon
2864
Gorman-Rupp
GRC
$1.6B
$1.34K ﹤0.01%
28
BH icon
2865
Biglari Holdings Class B
BH
$995M
$1.33K ﹤0.01%
4
USAS
2866
Americas Gold and Silver
USAS
$2.7B
$1.33K ﹤0.01%
+260
DDD icon
2867
3D Systems Corp
DDD
$348M
$1.32K ﹤0.01%
748
USAR
2868
USA Rare Earth Inc
USAR
$4.52B
$1.32K ﹤0.01%
+111
MBLY icon
2869
Mobileye
MBLY
$6.53B
$1.31K ﹤0.01%
126
MEOH icon
2870
Methanex
MEOH
$4.08B
$1.31K ﹤0.01%
+33
HIPO icon
2871
Hippo Holdings
HIPO
$661M
$1.29K ﹤0.01%
43
+41
SLG icon
2872
SL Green Realty
SLG
$2.68B
$1.28K ﹤0.01%
28
+17
BIVI icon
2873
BioVie
BIVI
$10.3M
$1.27K ﹤0.01%
1,097
SEMR icon
2874
Semrush
SEMR
$1.79B
$1.27K ﹤0.01%
107
ALKS icon
2875
Alkermes
ALKS
$4.56B
$1.26K ﹤0.01%
45
+40