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
EFOI icon
3026
Energy Focus
EFOI
$10.4M
$545 ﹤0.01%
236
OABI icon
3027
OmniAb
OABI
$286M
$544 ﹤0.01%
294
PAR icon
3028
PAR Technology
PAR
$691M
$544 ﹤0.01%
15
-11,400
TSLS icon
3029
Direxion Shares ETF Trust Direxion Daily TSLA Bear 1X ETF
TSLS
$664M
$537 ﹤0.01%
106
JOE icon
3030
St. Joe Company
JOE
$4.06B
$534 ﹤0.01%
+9
EXTR icon
3031
Extreme Networks
EXTR
$1.91B
$533 ﹤0.01%
32
+28
GEO icon
3032
The GEO Group
GEO
$1.89B
$532 ﹤0.01%
+33
SPNT icon
3033
SiriusPoint
SPNT
$2.41B
$525 ﹤0.01%
+24
DV icon
3034
DoubleVerify
DV
$1.72B
$515 ﹤0.01%
45
+43
CUBI icon
3035
Customers Bancorp
CUBI
$2.29B
$512 ﹤0.01%
+7
BTQ
3036
BTQ Technologies Corp
BTQ
$449M
$512 ﹤0.01%
+100
TPG icon
3037
TPG
TPG
$6.77B
$511 ﹤0.01%
8
-4
CURB
3038
Curbline Properties
CURB
$2.86B
$511 ﹤0.01%
+22
HI
3039
DELISTED
Hillenbrand
HI
$508 ﹤0.01%
16
-34
CAKE icon
3040
Cheesecake Factory
CAKE
$3.12B
$505 ﹤0.01%
+10
BANR icon
3041
Banner Corp
BANR
$2.02B
$501 ﹤0.01%
+8
BBT
3042
Beacon Financial Corp
BBT
$2.43B
$501 ﹤0.01%
+19
SG icon
3043
Sweetgreen
SG
$677M
$500 ﹤0.01%
74
+40
WHF icon
3044
WhiteHorse Finance
WHF
$176M
$500 ﹤0.01%
72
NBTB icon
3045
NBT Bancorp
NBTB
$2.17B
$498 ﹤0.01%
+12
CRGY icon
3046
Crescent Energy
CRGY
$3.88B
$495 ﹤0.01%
+59
GTX icon
3047
Garrett Motion
GTX
$3.46B
$488 ﹤0.01%
28
+8
KMT icon
3048
Kennametal
KMT
$2.9B
$483 ﹤0.01%
+17
SNDL icon
3049
Sundial Growers
SNDL
$402M
$481 ﹤0.01%
290
ARR
3050
Armour Residential REIT
ARR
$2.13B
$478 ﹤0.01%
+27