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
ORI icon
426
Old Republic International
ORI
$10B
$5.21M 0.01%
114,163
-1,249
AKRE
427
Akre Focus ETF
AKRE
$7.4B
$5.19M 0.01%
+79,164
KRSP
428
Rice Acquisition Corporation 3
KRSP
$476M
$5.12M 0.01%
+499,376
XLF icon
429
State Street Financial Select Sector SPDR ETF
XLF
$47.8B
$5.05M 0.01%
92,275
-4,297
IGIB icon
430
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.2B
$5.04M 0.01%
93,535
-4,081
CARR icon
431
Carrier Global
CARR
$48.8B
$5.04M 0.01%
95,289
-13,063
AFL icon
432
Aflac
AFL
$57B
$5.03M 0.01%
45,629
-299
RPG icon
433
Invesco S&P 500 Pure Growth ETF
RPG
$1.63B
$5.03M 0.01%
107,695
IWY icon
434
iShares Russell Top 200 Growth ETF
IWY
$15.5B
$5.01M 0.01%
18,094
-59
PATK icon
435
Patrick Industries
PATK
$3.85B
$4.95M 0.01%
45,691
+8
ALAB icon
436
Astera Labs
ALAB
$19.8B
$4.94M 0.01%
29,714
+21,735
CRWD icon
437
CrowdStrike
CRWD
$110B
$4.78M 0.01%
10,193
-167
GLW icon
438
Corning
GLW
$117B
$4.71M 0.01%
53,788
+64
SLB icon
439
SLB Ltd
SLB
$71.9B
$4.69M 0.01%
122,297
-1,704
SLV icon
440
iShares Silver Trust
SLV
$45.3B
$4.64M 0.01%
72,077
-5,675
ABNB icon
441
Airbnb
ABNB
$79.4B
$4.62M 0.01%
34,046
-744
SNA icon
442
Snap-on
SNA
$19.2B
$4.62M 0.01%
13,397
-24
ACVA icon
443
ACV Auctions
ACVA
$898M
$4.6M 0.01%
573,153
+135,372
LPLA icon
444
LPL Financial
LPLA
$24.7B
$4.57M 0.01%
12,792
+262
SPG icon
445
Simon Property Group
SPG
$62.4B
$4.52M 0.01%
24,421
+117
SYY icon
446
Sysco
SYY
$40.4B
$4.49M 0.01%
60,977
-1,132
IT icon
447
Gartner
IT
$11.2B
$4.48M 0.01%
17,769
-2,349
SCHX icon
448
Schwab US Large- Cap ETF
SCHX
$63.4B
$4.48M 0.01%
166,304
+849
TYL icon
449
Tyler Technologies
TYL
$15.2B
$4.45M 0.01%
9,812
-757
WEC icon
450
WEC Energy
WEC
$37.3B
$4.45M 0.01%
42,218
-1,352
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