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
NOBL icon
576
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$1.95M ﹤0.01%
18,720
-1,188
SCHA icon
577
Schwab U.S Small- Cap ETF
SCHA
$20B
$1.94M ﹤0.01%
68,144
-2,059
HSY icon
578
Hershey
HSY
$44.4B
$1.92M ﹤0.01%
10,566
+405
GLDM icon
579
SPDR Gold MiniShares Trust
GLDM
$33.7B
$1.92M ﹤0.01%
22,470
+245
PAYC icon
580
Paycom
PAYC
$7.01B
$1.91M ﹤0.01%
12,013
-990
CTVA icon
581
Corteva
CTVA
$51.3B
$1.91M ﹤0.01%
28,540
-1,123
SOLV icon
582
Solventum
SOLV
$11.7B
$1.9M ﹤0.01%
23,927
-783
O icon
583
Realty Income
O
$60.5B
$1.87M ﹤0.01%
33,261
-234
MSTR icon
584
Strategy Inc
MSTR
$46.2B
$1.87M ﹤0.01%
12,334
+394
IJK icon
585
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.58B
$1.87M ﹤0.01%
19,341
-2,182
ON icon
586
ON Semiconductor
ON
$23.5B
$1.87M ﹤0.01%
34,523
+12,954
ESGV icon
587
Vanguard ESG US Stock ETF
ESGV
$11.5B
$1.87M ﹤0.01%
15,424
+68
GBTC icon
588
Grayscale Bitcoin Trust
GBTC
$27.9B
$1.86M ﹤0.01%
27,281
+2,500
ICF icon
589
iShares Select U.S. REIT ETF
ICF
$2.06B
$1.86M ﹤0.01%
31,127
IJJ icon
590
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.03B
$1.86M ﹤0.01%
14,110
-1,619
APP icon
591
Applovin
APP
$161B
$1.84M ﹤0.01%
2,738
+198
DAL icon
592
Delta Air Lines
DAL
$38.7B
$1.83M ﹤0.01%
26,420
+56
BE icon
593
Bloom Energy
BE
$43.2B
$1.83M ﹤0.01%
21,089
+579
ITA icon
594
iShares US Aerospace & Defense ETF
ITA
$16.1B
$1.83M ﹤0.01%
8,513
+508
SPMO icon
595
Invesco S&P 500 Momentum ETF
SPMO
$13.4B
$1.82M ﹤0.01%
15,255
-717
VRSK icon
596
Verisk Analytics
VRSK
$28B
$1.82M ﹤0.01%
8,135
+22
CHTR icon
597
Charter Communications
CHTR
$27.8B
$1.81M ﹤0.01%
8,682
+3,344
MGV icon
598
Vanguard Mega Cap Value ETF
MGV
$11.5B
$1.79M ﹤0.01%
12,683
+705
LH icon
599
Labcorp
LH
$22.1B
$1.79M ﹤0.01%
7,120
-287
WST icon
600
West Pharmaceutical
WST
$16.8B
$1.78M ﹤0.01%
6,481
-354
22 23
24
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