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
HFWA icon
3226
Heritage Financial
HFWA
$860M
$189 ﹤0.01%
+8
EPC icon
3227
Edgewell Personal Care
EPC
$963M
$188 ﹤0.01%
+11
CPF icon
3228
Central Pacific Financial
CPF
$817M
$187 ﹤0.01%
6
-2,040
PAHC icon
3229
Phibro Animal Health
PAHC
$2.04B
$187 ﹤0.01%
+5
SAH icon
3230
Sonic Automotive
SAH
$2.03B
$186 ﹤0.01%
+3
PAVM icon
3231
PAVmed
PAVM
$9.85M
$185 ﹤0.01%
28
IGC icon
3232
IGC Pharma
IGC
$27.1M
$184 ﹤0.01%
655
SMP icon
3233
Standard Motor Products
SMP
$805M
$184 ﹤0.01%
+5
BNED icon
3234
Barnes & Noble Education
BNED
$287M
$184 ﹤0.01%
20
MATW icon
3235
Matthews International
MATW
$814M
$183 ﹤0.01%
+7
APOG icon
3236
Apogee Enterprises
APOG
$747M
$182 ﹤0.01%
+5
OSUR icon
3237
OraSure Technologies
OSUR
$225M
$182 ﹤0.01%
75
SBSI icon
3238
Southside Bancshares
SBSI
$900M
$182 ﹤0.01%
6
-1,575
VSTS icon
3239
Vestis
VSTS
$1.03B
$180 ﹤0.01%
+27
AESI icon
3240
Atlas Energy Solutions
AESI
$1.54B
$179 ﹤0.01%
+19
CVI icon
3241
CVR Energy
CVI
$2.59B
$178 ﹤0.01%
+7
XRX icon
3242
Xerox
XRX
$219M
$178 ﹤0.01%
113
RWT
3243
Redwood Trust
RWT
$759M
$177 ﹤0.01%
+32
TRIB
3244
Trinity Biotech
TRIB
$12.2M
$176 ﹤0.01%
222
CHRS icon
3245
Coherus Oncology
CHRS
$291M
$175 ﹤0.01%
123
FOXF icon
3246
Fox Factory Holding Corp
FOXF
$683M
$171 ﹤0.01%
10
-163
NX icon
3247
Quanex
NX
$813M
$169 ﹤0.01%
+11
PSO icon
3248
Pearson
PSO
$8.24B
$168 ﹤0.01%
12
-1,745
UA icon
3249
Under Armour Class C
UA
$2.76B
$168 ﹤0.01%
35
-998
GRAB icon
3250
Grab
GRAB
$15.9B
$165 ﹤0.01%
+33