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
JMIA
3001
Jumia Technologies
JMIA
$982M
$625 ﹤0.01%
50
DNA icon
3002
Ginkgo Bioworks
DNA
$393M
$623 ﹤0.01%
75
IHI icon
3003
iShares US Medical Devices ETF
IHI
$3.39B
$622 ﹤0.01%
10
MTRN icon
3004
Materion
MTRN
$3.06B
$622 ﹤0.01%
+5
BANC icon
3005
Banc of California
BANC
$2.67B
$617 ﹤0.01%
+32
TOGA
3006
Tremblant Global ETF
TOGA
$169M
$617 ﹤0.01%
18
BOH icon
3007
Bank of Hawaii
BOH
$2.94B
$615 ﹤0.01%
+9
UPWK icon
3008
Upwork
UPWK
$1.61B
$614 ﹤0.01%
+31
PFS icon
3009
Provident Financial Services
PFS
$2.73B
$612 ﹤0.01%
31
-1,879
CON
3010
Concentra Group Holdings
CON
$2.89B
$610 ﹤0.01%
+31
PRK icon
3011
Park National Corp
PRK
$2.87B
$609 ﹤0.01%
+4
VOYG
3012
Voyager Technologies
VOYG
$1.65B
$601 ﹤0.01%
23
-20
DIBS icon
3013
1stdibs.com
DIBS
$198M
$599 ﹤0.01%
100
DNOW icon
3014
DNOW Inc
DNOW
$2.17B
$596 ﹤0.01%
+45
UE icon
3015
Urban Edge Properties
UE
$2.57B
$595 ﹤0.01%
31
-2,499
IAC icon
3016
IAC Inc
IAC
$2.88B
$587 ﹤0.01%
+15
WAFD icon
3017
WaFd
WAFD
$2.33B
$577 ﹤0.01%
+18
HCI icon
3018
HCI Group
HCI
$2.11B
$575 ﹤0.01%
+3
BALT icon
3019
Innovator Defined Wealth Shield ETF
BALT
$2.16B
$570 ﹤0.01%
+17
NFE icon
3020
New Fortress Energy
NFE
$302M
$570 ﹤0.01%
500
MCY icon
3021
Mercury Insurance
MCY
$4.93B
$564 ﹤0.01%
+6
PLBY icon
3022
Playboy Inc
PLBY
$185M
$564 ﹤0.01%
300
CNK icon
3023
Cinemark Holdings
CNK
$3.08B
$558 ﹤0.01%
+24
CVBF icon
3024
CVB Financial
CVBF
$2.56B
$558 ﹤0.01%
+30
FFBC icon
3025
First Financial Bancorp
FFBC
$2.84B
$550 ﹤0.01%
+22