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
CBRE icon
626
CBRE Group
CBRE
$39.7B
$1.61M ﹤0.01%
10,027
-98
HLT icon
627
Hilton Worldwide
HLT
$68.4B
$1.6M ﹤0.01%
5,561
-282
DSI icon
628
iShares MSCI KLD 400 Social ETF
DSI
$4.86B
$1.59M ﹤0.01%
12,308
+938
AM icon
629
Antero Midstream
AM
$10.7B
$1.57M ﹤0.01%
88,198
+7,527
SOFI icon
630
SoFi Technologies
SOFI
$23.3B
$1.56M ﹤0.01%
59,545
-3,081
STT icon
631
State Street
STT
$34.2B
$1.56M ﹤0.01%
12,057
+639
PKG icon
632
Packaging Corp of America
PKG
$19.7B
$1.54M ﹤0.01%
7,487
-324
TREX icon
633
Trex
TREX
$3.87B
$1.53M ﹤0.01%
43,679
-1,967
IJT icon
634
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.57B
$1.53M ﹤0.01%
10,843
+210
IVOO icon
635
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.17B
$1.53M ﹤0.01%
13,660
+13,420
QTEC icon
636
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.83B
$1.53M ﹤0.01%
6,629
GTLS icon
637
Chart Industries
GTLS
$9.9B
$1.51M ﹤0.01%
7,329
-6,489
USMV icon
638
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$1.51M ﹤0.01%
16,021
-1,420
STE icon
639
Steris
STE
$21.8B
$1.51M ﹤0.01%
5,948
-32
REGN icon
640
Regeneron Pharmaceuticals
REGN
$81.6B
$1.5M ﹤0.01%
1,943
-170
SGOL icon
641
abrdn Physical Gold Shares ETF
SGOL
$9.03B
$1.5M ﹤0.01%
36,479
+14,000
ATR icon
642
AptarGroup
ATR
$8.51B
$1.46M ﹤0.01%
11,997
+211
ADM icon
643
Archer Daniels Midland
ADM
$33.4B
$1.46M ﹤0.01%
25,448
-713
IWX icon
644
iShares Russell Top 200 Value ETF
IWX
$3.51B
$1.46M ﹤0.01%
15,885
-228
XCEM icon
645
Columbia EM Core ex-China ETF
XCEM
$1.51B
$1.46M ﹤0.01%
37,955
+3,277
CPNG icon
646
Coupang
CPNG
$35.1B
$1.45M ﹤0.01%
61,318
+1,410
WSM icon
647
Williams-Sonoma
WSM
$22.5B
$1.44M ﹤0.01%
8,090
-1,576
FICO icon
648
Fair Isaac
FICO
$30.5B
$1.44M ﹤0.01%
849
-34
VMC icon
649
Vulcan Materials
VMC
$35.5B
$1.43M ﹤0.01%
5,027
+1,661
VTIP icon
650
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.4B
$1.43M ﹤0.01%
28,868
+24,978
24 25
26
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