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
IUSV icon
476
iShares Core S&P US Value ETF
IUSV
$24.3B
$3.77M 0.01%
36,745
+32,517
PEG icon
477
Public Service Enterprise Group
PEG
$41.5B
$3.77M 0.01%
46,890
+356
SNPS icon
478
Synopsys
SNPS
$82.9B
$3.72M 0.01%
7,909
-828
PHYS icon
479
Sprott Physical Gold
PHYS
$19B
$3.68M 0.01%
111,509
+8,033
VLTO icon
480
Veralto
VLTO
$22.7B
$3.67M 0.01%
36,741
-1,591
JEF icon
481
Jefferies Financial Group
JEF
$7.99B
$3.66M 0.01%
59,057
+313
VXUS icon
482
Vanguard Total International Stock ETF
VXUS
$137B
$3.63M 0.01%
48,182
+13,035
TMCI icon
483
Treace Medical Concepts
TMCI
$95.6M
$3.62M 0.01%
1,478,830
-207,691
SHY icon
484
iShares 1-3 Year Treasury Bond ETF
SHY
$24.6B
$3.6M 0.01%
43,506
-7,043
NOC icon
485
Northrop Grumman
NOC
$104B
$3.56M 0.01%
6,252
+18
IBB icon
486
iShares Biotechnology ETF
IBB
$8.54B
$3.56M 0.01%
21,114
+254
KMB icon
487
Kimberly-Clark
KMB
$33.8B
$3.54M 0.01%
35,088
-267
UL icon
488
Unilever
UL
$145B
$3.52M 0.01%
53,795
+2,912
YUMC icon
489
Yum China
YUMC
$18.7B
$3.5M 0.01%
73,358
-2,860
ALL icon
490
Allstate
ALL
$53.9B
$3.48M 0.01%
16,733
-471
VGK icon
491
Vanguard FTSE Europe ETF
VGK
$30.7B
$3.42M 0.01%
40,919
+10,517
HYG icon
492
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$3.38M 0.01%
41,967
-8,083
FLOT icon
493
iShares Floating Rate Bond ETF
FLOT
$9.23B
$3.28M 0.01%
64,506
-5,636
RDDT icon
494
Reddit
RDDT
$25.6B
$3.26M 0.01%
14,163
-84
RMD icon
495
ResMed
RMD
$36B
$3.22M 0.01%
13,368
-903
VRTX icon
496
Vertex Pharmaceuticals
VRTX
$127B
$3.21M 0.01%
7,087
+289
REET icon
497
iShares Global REIT ETF
REET
$4.66B
$3.19M 0.01%
127,989
+24,146
AVY icon
498
Avery Dennison
AVY
$13.4B
$3.18M 0.01%
17,508
-2,568
CULP icon
499
Culp, Inc. Common Stock
CULP
$39.4M
$3.13M 0.01%
879,844
GIS icon
500
General Mills
GIS
$22.6B
$3.12M 0.01%
67,167
-6,144
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