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
AMLP icon
601
Alerian MLP ETF
AMLP
$11.8B
$1.78M ﹤0.01%
37,917
+7,566
CRDO icon
602
Credo Technology Group
CRDO
$20.7B
$1.77M ﹤0.01%
12,323
+11,462
FNDF icon
603
Schwab Fundamental International Large Company Index ETF
FNDF
$21.8B
$1.76M ﹤0.01%
38,993
+19,988
XLY icon
604
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$1.76M ﹤0.01%
14,702
-144
VIOV icon
605
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.55B
$1.75M ﹤0.01%
17,931
+14,618
ILOW
606
AB International Low Volatility Equity ETF
ILOW
$1.67B
$1.74M ﹤0.01%
40,857
+860
NTRS icon
607
Northern Trust
NTRS
$25.6B
$1.74M ﹤0.01%
12,725
-499
KNSL icon
608
Kinsale Capital Group
KNSL
$8.33B
$1.73M ﹤0.01%
4,430
-2,284
AAON icon
609
Aaon
AAON
$7.38B
$1.73M ﹤0.01%
22,700
+968
RHP icon
610
Ryman Hospitality Properties
RHP
$5.96B
$1.73M ﹤0.01%
18,236
+2,181
VV icon
611
Vanguard Large-Cap ETF
VV
$47B
$1.72M ﹤0.01%
5,465
-726
PHM icon
612
Pultegroup
PHM
$23.9B
$1.72M ﹤0.01%
14,663
+356
OI icon
613
O-I Glass
OI
$1.78B
$1.71M ﹤0.01%
115,916
-62
ONEQ icon
614
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.03B
$1.71M ﹤0.01%
18,682
+1
GEN icon
615
Gen Digital
GEN
$13.2B
$1.7M ﹤0.01%
62,705
+3,224
CLVT icon
616
Clarivate
CLVT
$1.69B
$1.7M ﹤0.01%
507,981
+221,474
PHO icon
617
Invesco Water Resources ETF
PHO
$2.03B
$1.69M ﹤0.01%
24,007
-936
WTW icon
618
Willis Towers Watson
WTW
$27.3B
$1.68M ﹤0.01%
5,113
+214
PYPL icon
619
PayPal
PYPL
$41.4B
$1.67M ﹤0.01%
28,561
-6,516
CNQ icon
620
Canadian Natural Resources
CNQ
$95.4B
$1.66M ﹤0.01%
48,883
-1,369
RKT icon
621
Rocket Companies
RKT
$43.7B
$1.65M ﹤0.01%
85,403
+28,392
ACWI icon
622
iShares MSCI ACWI ETF
ACWI
$28.3B
$1.64M ﹤0.01%
11,614
+531
MET icon
623
MetLife
MET
$46B
$1.64M ﹤0.01%
20,804
-2,179
COCO icon
624
Vita Coco
COCO
$3.13B
$1.64M ﹤0.01%
30,852
EFV icon
625
iShares MSCI EAFE Value ETF
EFV
$29.5B
$1.62M ﹤0.01%
22,668
+15,323
23 24
25
26 27