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
LGIH icon
3201
LGI Homes
LGIH
$984M
$215 ﹤0.01%
+5
PENG
3202
Penguin Solutions Inc
PENG
$977M
$215 ﹤0.01%
11
+4
DEA
3203
Easterly Government Properties
DEA
$1.03B
$212 ﹤0.01%
+10
UPBD icon
3204
Upbound Group
UPBD
$1.12B
$211 ﹤0.01%
+12
PLUG icon
3205
Plug Power
PLUG
$2.95B
$209 ﹤0.01%
106
AAT
3206
American Assets Trust
AAT
$1.17B
$208 ﹤0.01%
+11
ASIX icon
3207
AdvanSix
ASIX
$500M
$208 ﹤0.01%
12
-2,199
CRF
3208
Cornerstone Total Return Fund
CRF
$1.12B
$208 ﹤0.01%
26
CFFN icon
3209
Capitol Federal Financial
CFFN
$900M
$204 ﹤0.01%
+30
CMPX icon
3210
Compass Therapeutics
CMPX
$991M
$204 ﹤0.01%
+38
LOAR icon
3211
Loar Holdings
LOAR
$6.46B
$204 ﹤0.01%
+3
MSEX icon
3212
Middlesex Water
MSEX
$965M
$202 ﹤0.01%
+4
HLX icon
3213
Helix Energy Solutions
HLX
$1.33B
$201 ﹤0.01%
+32
QNST icon
3214
QuinStreet
QNST
$663M
$201 ﹤0.01%
+14
MSTB icon
3215
LHA Market State Tactical Beta ETF
MSTB
$180M
$200 ﹤0.01%
5
PDFS icon
3216
PDF Solutions
PDFS
$1.33B
$200 ﹤0.01%
+7
IART icon
3217
Integra LifeSciences
IART
$744M
$199 ﹤0.01%
+16
BJRI icon
3218
BJ's Restaurants
BJRI
$773M
$197 ﹤0.01%
+5
INVX
3219
Innovex International
INVX
$1.8B
$197 ﹤0.01%
+9
LPG icon
3220
Dorian LPG
LPG
$1.48B
$195 ﹤0.01%
+8
NAVI icon
3221
Navient
NAVI
$773M
$195 ﹤0.01%
+15
SCSC icon
3222
Scansource
SCSC
$778M
$195 ﹤0.01%
+5
REX icon
3223
REX American Resources
REX
$1.25B
$194 ﹤0.01%
+6
BKCH icon
3224
Global X Blockchain ETF
BKCH
$232M
$192 ﹤0.01%
+3
HAFC icon
3225
Hanmi Financial
HAFC
$764M
$189 ﹤0.01%
+7