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
LMB icon
2976
Limbach Holdings
LMB
$939M
$701 ﹤0.01%
9
-21
FIBK icon
2977
First Interstate BancSystem
FIBK
$3.44B
$692 ﹤0.01%
20
-1,597
PTN
2978
Palatin Technologies
PTN
$39.8M
$692 ﹤0.01%
+45
SBCF icon
2979
Seacoast Banking Corp of Florida
SBCF
$3.05B
$691 ﹤0.01%
+22
STXS icon
2980
Stereotaxis
STXS
$184M
$690 ﹤0.01%
300
CBU icon
2981
Community Bank
CBU
$3.07B
$689 ﹤0.01%
12
+11
IMNM icon
2982
Immunome
IMNM
$2.41B
$687 ﹤0.01%
32
ENLT icon
2983
Enlight Renewable Energy
ENLT
$9.7B
$682 ﹤0.01%
+15
RRR icon
2984
Red Rock Resorts
RRR
$3.44B
$681 ﹤0.01%
+11
BBAI icon
2985
BigBear.ai
BBAI
$1.94B
$680 ﹤0.01%
126
+93
RSPN icon
2986
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$894M
$680 ﹤0.01%
+12
MPT
2987
Medical Properties Trust
MPT
$3.2B
$670 ﹤0.01%
+134
INFL icon
2988
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.49B
$667 ﹤0.01%
+15
OTLY
2989
Oatly Group
OTLY
$337M
$663 ﹤0.01%
62
WSFS icon
2990
WSFS Financial
WSFS
$3.39B
$663 ﹤0.01%
+12
LBTYK icon
2991
Liberty Global Class C
LBTYK
$4.09B
$662 ﹤0.01%
60
-163
SFNC icon
2992
Simmons First National
SFNC
$2.79B
$660 ﹤0.01%
+35
ALB.PRA icon
2993
Albemarle Corp Depositary Shares
ALB.PRA
$3.09B
$653 ﹤0.01%
11
SPXD
2994
Xtrackers S&P 500 Diversified Sector Weight ETF
SPXD
$6.44M
$651 ﹤0.01%
25
-75
HMN icon
2995
Horace Mann Educators
HMN
$1.71B
$647 ﹤0.01%
+14
SUPN icon
2996
Supernus Pharmaceuticals
SUPN
$3.09B
$646 ﹤0.01%
+13
LXP icon
2997
LXP Industrial Trust
LXP
$2.81B
$645 ﹤0.01%
+13
TDC icon
2998
Teradata
TDC
$2.57B
$639 ﹤0.01%
21
-3,572
NEXT icon
2999
NextDecade
NEXT
$1.47B
$632 ﹤0.01%
120
-200
KZR icon
3000
Kezar Life Sciences
KZR
$52.2M
$629 ﹤0.01%
100
118 119
120
121 122