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
MRVI icon
726
Maravai LifeSciences
MRVI
$512M
$907K ﹤0.01%
279,224
-132,266
DLTR icon
727
Dollar Tree
DLTR
$22.9B
$891K ﹤0.01%
7,247
+14
QQQM icon
728
Invesco NASDAQ 100 ETF
QQQM
$70.8B
$888K ﹤0.01%
3,510
+1,958
FITB
729
Fifth Third Bancorp
FITB
$40.8B
$886K ﹤0.01%
18,917
+5,599
ACGL icon
730
Arch Capital
ACGL
$33.6B
$885K ﹤0.01%
9,229
+978
FLEX icon
731
Flex
FLEX
$23.1B
$881K ﹤0.01%
14,589
-1,770
WELL icon
732
Welltower
WELL
$143B
$878K ﹤0.01%
4,730
+1,812
KPLT icon
733
Katapult Holdings
KPLT
$28.7M
$875K ﹤0.01%
135,513
+77,042
MTD icon
734
Mettler-Toledo International
MTD
$24.8B
$874K ﹤0.01%
627
-27
CLS icon
735
Celestica
CLS
$30.9B
$874K ﹤0.01%
2,957
-48
A icon
736
Agilent Technologies
A
$32.6B
$869K ﹤0.01%
6,385
+187
GSY icon
737
Invesco Ultra Short Duration ETF
GSY
$3.45B
$866K ﹤0.01%
17,235
-20
SMH icon
738
VanEck Semiconductor ETF
SMH
$45.3B
$865K ﹤0.01%
2,403
-370
ABM icon
739
ABM Industries
ABM
$2.41B
$863K ﹤0.01%
20,404
+7,371
NDAQ icon
740
Nasdaq
NDAQ
$48.4B
$854K ﹤0.01%
8,792
+777
RSPT icon
741
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.05B
$854K ﹤0.01%
18,757
-2,447
BBVA icon
742
Banco Bilbao Vizcaya Argentaria
BBVA
$124B
$840K ﹤0.01%
36,027
+4,701
IRTC icon
743
iRhythm Holdings
IRTC
$3.9B
$833K ﹤0.01%
4,693
+748
SFM icon
744
Sprouts Farmers Market
SFM
$7.14B
$830K ﹤0.01%
10,419
-1,312
QSR icon
745
Restaurant Brands International
QSR
$25B
$820K ﹤0.01%
12,023
-2,671
HACK icon
746
Amplify Cybersecurity ETF
HACK
$1.97B
$820K ﹤0.01%
10,206
+116
CLX icon
747
Clorox
CLX
$13.6B
$820K ﹤0.01%
8,130
-839
HOOD icon
748
Robinhood
HOOD
$70.5B
$811K ﹤0.01%
7,171
+1,652
FNDA icon
749
Schwab Fundamental US Small Company Index ETF
FNDA
$9.35B
$810K ﹤0.01%
25,708
+2,816
AVAV icon
750
AeroVironment
AVAV
$10.5B
$809K ﹤0.01%
3,346
-312,370
28 29
30
31 32