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
LITE icon
701
Lumentum
LITE
$48B
$1.02M ﹤0.01%
2,767
+849
QXO
702
QXO Inc
QXO
$15.3B
$1.02M ﹤0.01%
52,644
+9,162
XLI icon
703
State Street Industrial Select Sector SPDR ETF
XLI
$29.8B
$1.01M ﹤0.01%
6,534
+1,001
OMC icon
704
Omnicom Group
OMC
$25.1B
$1M ﹤0.01%
12,418
+1,528
VDE icon
705
Vanguard Energy ETF
VDE
$9.21B
$999K ﹤0.01%
7,930
+642
WTFC icon
706
Wintrust Financial
WTFC
$9.19B
$994K ﹤0.01%
7,107
+153
ETHE
707
Grayscale Ethereum Staking ETF Shares
ETHE
$1.73B
$982K ﹤0.01%
40,281
DHI icon
708
D.R. Horton
DHI
$42.1B
$981K ﹤0.01%
6,812
-460
OEF icon
709
iShares S&P 100 ETF
OEF
$28.5B
$980K ﹤0.01%
2,858
+140
ES icon
710
Eversource Energy
ES
$27.6B
$975K ﹤0.01%
14,483
+162
FCX icon
711
Freeport-McMoran
FCX
$89.7B
$974K ﹤0.01%
19,180
+1,346
HIG icon
712
Hartford Financial Services
HIG
$37.9B
$953K ﹤0.01%
6,917
-336
BITB icon
713
Bitwise Bitcoin ETF
BITB
$2.69B
$951K ﹤0.01%
19,993
+1,260
BSV icon
714
Vanguard Short-Term Bond ETF
BSV
$43.9B
$945K ﹤0.01%
11,992
-567
SPYI icon
715
NEOS S&P 500 High Income ETF
SPYI
$8B
$939K ﹤0.01%
+17,874
BBH icon
716
VanEck Biotech ETF
BBH
$381M
$938K ﹤0.01%
4,958
F icon
717
Ford
F
$48.8B
$936K ﹤0.01%
71,355
-1,289
VYMI icon
718
Vanguard International High Dividend Yield ETF
VYMI
$18.2B
$931K ﹤0.01%
10,343
+377
STIP icon
719
iShares 0-5 Year TIPS Bond ETF
STIP
$14.1B
$929K ﹤0.01%
9,072
+1,632
QUAL icon
720
iShares MSCI USA Quality Factor ETF
QUAL
$49.3B
$929K ﹤0.01%
4,676
+25
IONQ icon
721
IonQ
IONQ
$12.9B
$923K ﹤0.01%
20,561
+16,798
RF icon
722
Regions Financial
RF
$23.1B
$920K ﹤0.01%
33,941
-43
SCHE icon
723
Schwab Emerging Markets Equity ETF
SCHE
$11.8B
$915K ﹤0.01%
27,947
+1,098
IUSG icon
724
iShares Core S&P US Growth ETF
IUSG
$27.1B
$914K ﹤0.01%
5,443
+1,110
BLFS icon
725
BioLife Solutions
BLFS
$899M
$912K ﹤0.01%
37,697
+16
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