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
UP icon
3376
Wheels Up
UP
$378M
$16 ﹤0.01%
25
-75,000
PGF icon
3377
Invesco Financial Preferred ETF
PGF
$736M
$15 ﹤0.01%
1
CLPT icon
3378
ClearPoint Neuro
CLPT
$345M
$14 ﹤0.01%
1
PKST
3379
Peakstone Realty Trust
PKST
$774M
$14 ﹤0.01%
1
ULE icon
3380
ProShares Ultra Euro
ULE
$6.45M
$13 ﹤0.01%
1
INUV icon
3381
Inuvo
INUV
$39.9M
$10 ﹤0.01%
4
NAT icon
3382
Nordic American Tanker
NAT
$1.17B
$10 ﹤0.01%
3
WKHS icon
3383
Workhorse Group
WKHS
$31.4M
$10 ﹤0.01%
2
AMPX icon
3384
Amprius Technologies
AMPX
$2.42B
$8 ﹤0.01%
+1
CGC
3385
Canopy Growth
CGC
$404M
$8 ﹤0.01%
7
-100,025
LAW icon
3386
CS Disco
LAW
$278M
$8 ﹤0.01%
1
GHI icon
3387
Greystone Housing Impact Investors LP
GHI
$179M
$7 ﹤0.01%
1
LILA icon
3388
Liberty Latin America Class A
LILA
$1.57B
$7 ﹤0.01%
1
-29
NXJ icon
3389
Nuveen New Jersey Quality Municipal Income Fund
NXJ
$508M
0
RYAM icon
3390
Rayonier Advanced Materials
RYAM
$743M
$6 ﹤0.01%
+1
ULY icon
3391
Urgent.ly
ULY
$4.34M
$6 ﹤0.01%
2
OCGN icon
3392
Ocugen
OCGN
$583M
$3 ﹤0.01%
+2
PSEC icon
3393
Prospect Capital
PSEC
$1.31B
$3 ﹤0.01%
1
CIG icon
3394
CEMIG Preferred Shares
CIG
$6.55B
$2 ﹤0.01%
1
DSX.WS icon
3395
Diana Shipping Inc Warrants exp 2026
DSX.WS
$4.85M
$1 ﹤0.01%
13
HUBCZ icon
3396
Hub Cyber Security Warrant
HUBCZ
$81.3K
$1 ﹤0.01%
100
SCYB icon
3397
Schwab High Yield Bond ETF
SCYB
$2.39B
-758
SMIN icon
3398
iShares MSCI India Small-Cap ETF
SMIN
$658M
-162
SOND
3399
DELISTED
Sonder
SOND
-5,000
SPR
3400
DELISTED
Spirit AeroSystems
SPR
-1,817