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
WPP icon
2876
WPP
WPP
$3.7B
$1.26K ﹤0.01%
+56
ASUR icon
2877
Asure Software
ASUR
$265M
$1.24K ﹤0.01%
132
COGT icon
2878
Cogent Biosciences
COGT
$5.86B
$1.24K ﹤0.01%
+35
THO icon
2879
Thor Industries
THO
$4.45B
$1.23K ﹤0.01%
12
-526
APAM icon
2880
Artisan Partners
APAM
$2.55B
$1.22K ﹤0.01%
30
+16
DAN icon
2881
Dana Inc
DAN
$3.52B
$1.21K ﹤0.01%
51
+28
NSSC icon
2882
Napco Security Technologies
NSSC
$1.53B
$1.21K ﹤0.01%
+29
JPLD icon
2883
JPMorgan Limited Duration Bond ETF
JPLD
$3.58B
$1.2K ﹤0.01%
23
TFLR icon
2884
T. Rowe Price Floating Rate ETF
TFLR
$540M
$1.18K ﹤0.01%
23
+16
FULT icon
2885
Fulton Financial
FULT
$3.56B
$1.18K ﹤0.01%
61
+55
HP icon
2886
Helmerich & Payne
HP
$3.49B
$1.18K ﹤0.01%
+41
DFAE icon
2887
Dimensional Emerging Core Equity Market ETF
DFAE
$8.24B
$1.17K ﹤0.01%
+36
FORM icon
2888
FormFactor
FORM
$7.26B
$1.17K ﹤0.01%
21
+20
CAR icon
2889
Avis
CAR
$3.46B
$1.16K ﹤0.01%
+9
SPLB icon
2890
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.25B
$1.15K ﹤0.01%
51
+35
CZR icon
2891
Caesars Entertainment
CZR
$5.24B
$1.15K ﹤0.01%
49
-11,095
VIK icon
2892
Viking Holdings
VIK
$32.3B
$1.14K ﹤0.01%
16
-2,098
INDS icon
2893
Pacer Industrial Real Estate ETF
INDS
$116M
$1.14K ﹤0.01%
31
+21
PTGX icon
2894
Protagonist Therapeutics
PTGX
$6.18B
$1.14K ﹤0.01%
+13
RELL icon
2895
Richardson Electronics
RELL
$165M
$1.13K ﹤0.01%
104
FELG icon
2896
Fidelity Enhanced Large Cap Growth ETF
FELG
$4.58B
$1.13K ﹤0.01%
27
VYX icon
2897
NCR Voyix
VYX
$969M
$1.12K ﹤0.01%
110
+55
VSAT icon
2898
Viasat
VSAT
$6.28B
$1.1K ﹤0.01%
+32
ACIW icon
2899
ACI Worldwide
ACIW
$4.19B
$1.1K ﹤0.01%
23
-122
ENVA icon
2900
Enova International
ENVA
$3.46B
$1.1K ﹤0.01%
+7