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
EWT icon
326
iShares MSCI Taiwan ETF
EWT
$8.12B
$12.2M 0.02%
192,500
DE icon
327
Deere & Co
DE
$160B
$12.2M 0.02%
26,247
+268
NVO icon
328
Novo Nordisk
NVO
$172B
$12.2M 0.02%
239,760
-112,711
MINT icon
329
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$15B
$12.1M 0.02%
120,199
-14,707
SO icon
330
Southern Company
SO
$108B
$12M 0.02%
137,905
-3,274
WDC icon
331
Western Digital
WDC
$90.7B
$11.9M 0.02%
69,285
-22,142
CORZ icon
332
Core Scientific
CORZ
$4.81B
$11.8M 0.02%
809,891
-8
GWW icon
333
W.W. Grainger
GWW
$52.5B
$11.7M 0.02%
11,618
-472
PFE icon
334
Pfizer
PFE
$154B
$11.5M 0.02%
462,326
-20,873
XLK icon
335
State Street Technology Select Sector SPDR ETF
XLK
$88.2B
$11.2M 0.02%
78,119
+4,567
VLO icon
336
Valero Energy
VLO
$64.9B
$10.9M 0.02%
66,685
+3,346
ED icon
337
Consolidated Edison
ED
$40.2B
$10.8M 0.02%
108,837
+85,258
GFL icon
338
GFL Environmental
GFL
$15.7B
$10.7M 0.02%
250,283
IVW icon
339
iShares S&P 500 Growth ETF
IVW
$64.3B
$10.7M 0.02%
87,141
+8,197
COF icon
340
Capital One
COF
$115B
$10.6M 0.02%
43,564
+371
INR
341
Infinity Natural Resources
INR
$313M
$10.5M 0.02%
715,562
+333,972
IBIT icon
342
iShares Bitcoin Trust
IBIT
$54.2B
$10.5M 0.02%
211,113
+88,728
VYM icon
343
Vanguard High Dividend Yield ETF
VYM
$73.3B
$10.4M 0.02%
72,144
-2,220
EWY icon
344
iShares MSCI South Korea ETF
EWY
$15.9B
$10.2M 0.02%
105,286
+21
COP icon
345
ConocoPhillips
COP
$139B
$10.2M 0.02%
108,453
-10,822
VGT icon
346
Vanguard Information Technology ETF
VGT
$110B
$10.1M 0.02%
13,367
+363
FDX icon
347
FedEx
FDX
$85.2B
$10M 0.02%
34,607
-64
ISHG icon
348
iShares 1-3 Year International Treasury Bond ETF
ISHG
$802M
$9.56M 0.02%
127,125
+50,896
IWN icon
349
iShares Russell 2000 Value ETF
IWN
$12.5B
$9.51M 0.02%
52,470
-712
PBA icon
350
Pembina Pipeline
PBA
$25.8B
$9.49M 0.02%
249,338
-18,386
12 13
14
15 16