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
HBAN icon
401
Huntington Bancshares
HBAN
$32.5B
$6.18M 0.01%
356,388
+1,957
XYL icon
402
Xylem
XYL
$29.8B
$6.15M 0.01%
45,133
-660
VNQ icon
403
Vanguard Real Estate ETF
VNQ
$36.2B
$6.11M 0.01%
69,012
+9,213
URI icon
404
United Rentals
URI
$48.9B
$6.1M 0.01%
7,543
-404
CSX icon
405
CSX Corp
CSX
$76.1B
$5.98M 0.01%
164,985
-2,163
MNR icon
406
Mach Natural Resources
MNR
$2.19B
$5.9M 0.01%
534,655
-66,745
CADE
407
DELISTED
Cadence Bank
CADE
$5.85M 0.01%
136,576
-1,067
XLU icon
408
State Street Utilities Select Sector SPDR ETF
XLU
$24.4B
$5.78M 0.01%
135,448
-3,548
KLAC icon
409
KLA
KLAC
$190B
$5.75M 0.01%
4,733
+38
FISV
410
Fiserv Inc
FISV
$31.8B
$5.61M 0.01%
83,589
-1,927,388
UNF icon
411
Unifirst Corp
UNF
$4.66B
$5.61M 0.01%
29,073
-8,338
TRV icon
412
Travelers Companies
TRV
$65.4B
$5.59M 0.01%
19,269
-51
PFO
413
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$120M
$5.56M 0.01%
588,511
INVH icon
414
Invitation Homes
INVH
$15.7B
$5.5M 0.01%
198,070
+1,840
XEL icon
415
Xcel Energy
XEL
$51.1B
$5.5M 0.01%
74,399
+61,886
VST icon
416
Vistra
VST
$55.7B
$5.47M 0.01%
33,889
-1,258
AYI icon
417
Acuity Brands
AYI
$8.37B
$5.47M 0.01%
15,179
+163
MGK icon
418
Vanguard Mega Cap Growth ETF
MGK
$29.4B
$5.46M 0.01%
13,232
+1,983
HASI icon
419
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.61B
$5.34M 0.01%
170,049
-165,422
ADSK icon
420
Autodesk
ADSK
$53.6B
$5.29M 0.01%
17,860
+1,772
C icon
421
Citigroup
C
$191B
$5.29M 0.01%
45,305
+2,163
WIX icon
422
WIX.com
WIX
$4.94B
$5.28M 0.01%
50,838
-689
PFD
423
Flaherty & Crumrine Preferred and Income Fund
PFD
$147M
$5.24M 0.01%
441,364
FRSH icon
424
Freshworks
FRSH
$2.27B
$5.24M 0.01%
427,657
-11,034
NBIS
425
Nebius Group N.V.
NBIS
$24.4B
$5.23M 0.01%
62,510
+15,152
15 16
17
18 19