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
SABR icon
3276
Sabre
SABR
$652M
$136 ﹤0.01%
+100
MYGN icon
3277
Myriad Genetics
MYGN
$479M
$135 ﹤0.01%
+22
TPC
3278
Tutor Perini Cor
TPC
$3.76B
$134 ﹤0.01%
+2
MCW icon
3279
Mister Car Wash
MCW
$2.3B
$133 ﹤0.01%
+24
CTKB icon
3280
Cytek Biosciences
CTKB
$544M
$131 ﹤0.01%
+26
PRTH icon
3281
Priority Technology Holdings
PRTH
$443M
$131 ﹤0.01%
+24
EGBN icon
3282
Eagle Bancorp
EGBN
$756M
$129 ﹤0.01%
+6
BDN
3283
Brandywine Realty Trust
BDN
$526M
$128 ﹤0.01%
+44
CBRL icon
3284
Cracker Barrel
CBRL
$630M
$127 ﹤0.01%
5
-9
IIIN icon
3285
Insteel Industries
IIIN
$642M
$127 ﹤0.01%
+4
SHEN icon
3286
Shenandoah Telecom
SHEN
$813M
$127 ﹤0.01%
+11
AHRT
3287
AH Realty Trust, Inc.
AHRT
$469M
$126 ﹤0.01%
+19
BFS
3288
Saul Centers
BFS
$834M
$126 ﹤0.01%
4
+3
DOUG icon
3289
Douglas Elliman
DOUG
$210M
$126 ﹤0.01%
53
INN
3290
Summit Hotel Properties
INN
$438M
$122 ﹤0.01%
+25
DFH icon
3291
Dream Finders Homes
DFH
$1.45B
$120 ﹤0.01%
+7
UHT
3292
Universal Health Realty Income Trust
UHT
$598M
$118 ﹤0.01%
+3
GES
3293
DELISTED
Guess Inc
GES
$117 ﹤0.01%
+7
SSTK icon
3294
Shutterstock
SSTK
$573M
$115 ﹤0.01%
+6
ETD icon
3295
Ethan Allen Interiors
ETD
$562M
$114 ﹤0.01%
+5
RES icon
3296
RPC Inc
RES
$1.36B
$114 ﹤0.01%
+21
PLAY icon
3297
Dave & Buster's
PLAY
$474M
$113 ﹤0.01%
+7
TRNS icon
3298
Transcat
TRNS
$673M
$113 ﹤0.01%
2
-99
BLMN icon
3299
Bloomin' Brands
BLMN
$505M
$111 ﹤0.01%
+18
ALNT icon
3300
Allient
ALNT
$1.07B
$108 ﹤0.01%
2