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
CTSH icon
501
Cognizant
CTSH
$30.1B
$3.11M 0.01%
37,522
-835
SNDK
502
Sandisk
SNDK
$91.3B
$3.03M 0.01%
12,769
+11,355
PRU icon
503
Prudential Financial
PRU
$33.2B
$3.02M 0.01%
26,750
-2,045
FNDE icon
504
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.96B
$3.02M 0.01%
83,732
+73,267
TLN
505
Talen Energy Corp
TLN
$15.2B
$2.96M 0.01%
7,908
-1,511
SCHF icon
506
Schwab International Equity ETF
SCHF
$58.9B
$2.96M 0.01%
123,188
+18,325
MBOT icon
507
Microbot Medical
MBOT
$169M
$2.96M 0.01%
1,480,000
+26,000
BALL icon
508
Ball Corp
BALL
$16.5B
$2.95M 0.01%
55,669
+24,168
DRI icon
509
Darden Restaurants
DRI
$23.4B
$2.95M 0.01%
16,013
-760
OKTA icon
510
Okta
OKTA
$14.1B
$2.93M ﹤0.01%
33,854
+33,127
CBOE icon
511
Cboe Global Markets
CBOE
$29.9B
$2.9M ﹤0.01%
11,560
+149
LAMR icon
512
Lamar Advertising Co
LAMR
$13.8B
$2.88M ﹤0.01%
22,741
+920
CP icon
513
Canadian Pacific Kansas City
CP
$75.4B
$2.88M ﹤0.01%
39,086
-5,228
AXSM icon
514
Axsome Therapeutics
AXSM
$8.51B
$2.86M ﹤0.01%
15,684
+1,309
TNL icon
515
Travel + Leisure Co
TNL
$4.44B
$2.85M ﹤0.01%
40,387
-19,599
DCI icon
516
Donaldson
DCI
$10.3B
$2.84M ﹤0.01%
32,067
+407
XBI icon
517
State Street SPDR S&P Biotech ETF
XBI
$8.09B
$2.83M ﹤0.01%
23,217
+5,329
NUE icon
518
Nucor
NUE
$38.8B
$2.82M ﹤0.01%
17,278
-127
RTO icon
519
Rentokil
RTO
$15.6B
$2.81M ﹤0.01%
95,377
-51,457
VHT icon
520
Vanguard Health Care ETF
VHT
$16.9B
$2.79M ﹤0.01%
9,696
-126
ESTC icon
521
Elastic
ESTC
$5.4B
$2.77M ﹤0.01%
36,736
-516
SPOT icon
522
Spotify
SPOT
$109B
$2.77M ﹤0.01%
4,765
-142,150
SCHG icon
523
Schwab US Large-Cap Growth ETF
SCHG
$50.7B
$2.75M ﹤0.01%
84,377
-10,641
CERT icon
524
Certara
CERT
$1.1B
$2.73M ﹤0.01%
309,866
+77,143
WRB icon
525
W.R. Berkley
WRB
$25.4B
$2.7M ﹤0.01%
38,535
-3,222
19 20
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