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
TPB icon
3301
Turning Point Brands
TPB
$1.75B
$108 ﹤0.01%
+1
EBND icon
3302
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.35B
$107 ﹤0.01%
5
-146
KREF
3303
KKR Real Estate Finance Trust
KREF
$459M
$107 ﹤0.01%
+13
OPRT icon
3304
Oportun Financial
OPRT
$217M
$106 ﹤0.01%
20
ANGI icon
3305
Angi Inc
ANGI
$334M
$103 ﹤0.01%
8
-14
OXM icon
3306
Oxford Industries
OXM
$583M
$103 ﹤0.01%
+3
NCMI icon
3307
National CineMedia
NCMI
$324M
$101 ﹤0.01%
+26
EWTX icon
3308
Edgewise Therapeutics
EWTX
$3.17B
$99 ﹤0.01%
+4
HTLD icon
3309
Heartland Express
HTLD
$788M
$99 ﹤0.01%
+11
HZO icon
3310
MarineMax
HZO
$612M
$97 ﹤0.01%
+4
CENT icon
3311
Central Garden & Pet Co
CENT
$2.29B
$96 ﹤0.01%
+3
FUBO icon
3312
FuboTV Inc
FUBO
$406M
$96 ﹤0.01%
38
TWI icon
3313
Titan International
TWI
$550M
$94 ﹤0.01%
+12
HAUZ icon
3314
Xtrackers International Real Estate ETF
HAUZ
$1.03B
$93 ﹤0.01%
4
-226
GOGO icon
3315
Gogo Inc
GOGO
$617M
$89 ﹤0.01%
+19
BOW
3316
Bowhead Specialty Holdings
BOW
$757M
$86 ﹤0.01%
3
+2
QVCGA
3317
QVC Group Inc Series A
QVCGA
$27.2M
$84 ﹤0.01%
8
-25
PRCH icon
3318
Porch Group
PRCH
$828M
$82 ﹤0.01%
9
LZ icon
3319
LegalZoom.com
LZ
$1.1B
$79 ﹤0.01%
8
MLAB icon
3320
Mesa Laboratories
MLAB
$419M
$79 ﹤0.01%
1
-49
PL icon
3321
Planet Labs
PL
$8.94B
$79 ﹤0.01%
+4
CRSR icon
3322
Corsair Gaming
CRSR
$601M
$77 ﹤0.01%
+13
KODK icon
3323
Kodak
KODK
$668M
$76 ﹤0.01%
9
KNDI
3324
Kandi Technologies Group
KNDI
$79.6M
$75 ﹤0.01%
95
NVDU icon
3325
Direxion Shares ETF Trust Direxion Daily NVDA Bull 2X ETF
NVDU
$603M
$75 ﹤0.01%
1
-106