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
TLT icon
651
iShares 20+ Year Treasury Bond ETF
TLT
$44.7B
$1.42M ﹤0.01%
16,253
-4,997
PRF icon
652
Invesco FTSE RAFI US 1000 ETF
PRF
$8.82B
$1.41M ﹤0.01%
30,115
-1,736
OS
653
OneStream Inc
OS
$4.5B
$1.41M ﹤0.01%
76,798
-111,339
MOAT icon
654
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$1.38M ﹤0.01%
13,323
-646
LDOS icon
655
Leidos
LDOS
$21.8B
$1.35M ﹤0.01%
7,464
+204
IMCG icon
656
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.21B
$1.33M ﹤0.01%
16,717
+10,810
TRS icon
657
TriMas Corp
TRS
$1.55B
$1.31M ﹤0.01%
37,012
-250
GDX icon
658
VanEck Gold Miners ETF
GDX
$32.7B
$1.31M ﹤0.01%
15,221
-914
CRWV
659
CoreWeave Inc
CRWV
$39.4B
$1.3M ﹤0.01%
18,151
-5,769
PODD icon
660
Insulet
PODD
$16.8B
$1.28M ﹤0.01%
4,508
-300
IYY icon
661
iShares Dow Jones US ETF
IYY
$2.72B
$1.27M ﹤0.01%
7,637
+707
DBRG icon
662
DigitalBridge
DBRG
$2.81B
$1.26M ﹤0.01%
82,108
-4,496
COHR icon
663
Coherent
COHR
$48.9B
$1.26M ﹤0.01%
6,811
+337
IJS icon
664
iShares S&P Small-Cap 600 Value ETF
IJS
$7.28B
$1.25M ﹤0.01%
10,987
+140
AWK icon
665
American Water Works
AWK
$25.9B
$1.25M ﹤0.01%
9,553
-309
PGX icon
666
Invesco Preferred ETF
PGX
$3.93B
$1.24M ﹤0.01%
110,693
-14,813
NEM icon
667
Newmont
NEM
$129B
$1.24M ﹤0.01%
12,378
+2,945
DGRO icon
668
iShares Core Dividend Growth ETF
DGRO
$37.8B
$1.22M ﹤0.01%
17,607
-2,969
ALB icon
669
Albemarle
ALB
$19.6B
$1.22M ﹤0.01%
8,641
+76
SPHQ icon
670
Invesco S&P 500 Quality ETF
SPHQ
$16.2B
$1.22M ﹤0.01%
16,284
+639
THG icon
671
Hanover Insurance
THG
$6.13B
$1.2M ﹤0.01%
6,543
+53
ALSN icon
672
Allison Transmission
ALSN
$9.49B
$1.19M ﹤0.01%
12,159
-206
TPR icon
673
Tapestry
TPR
$30B
$1.19M ﹤0.01%
9,289
+489
SHYD icon
674
VanEck Short High Yield Muni ETF
SHYD
$417M
$1.15M ﹤0.01%
50,375
+3,018
PGEN icon
675
Precigen
PGEN
$1.24B
$1.15M ﹤0.01%
274,712
+17,247
25 26
27
28 29