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
EG icon
751
Everest Group
EG
$13B
$809K ﹤0.01%
2,383
-578
EWJ icon
752
iShares MSCI Japan ETF
EWJ
$19.1B
$798K ﹤0.01%
9,890
+2,472
J icon
753
Jacobs Solutions
J
$15.7B
$798K ﹤0.01%
6,023
-29
CRS icon
754
Carpenter Technology
CRS
$20.1B
$794K ﹤0.01%
2,523
+136
NGG icon
755
National Grid
NGG
$89.5B
$791K ﹤0.01%
10,229
+8,054
SKYY icon
756
First Trust Cloud Computing ETF
SKYY
$2.48B
$788K ﹤0.01%
6,060
+17
EXC icon
757
Exelon
EXC
$50.2B
$783K ﹤0.01%
17,965
-1,881
WY icon
758
Weyerhaeuser
WY
$17.1B
$769K ﹤0.01%
32,472
-5,279
WTRG icon
759
Essential Utilities
WTRG
$11.2B
$765K ﹤0.01%
19,952
-1,170
GSLC icon
760
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.4B
$765K ﹤0.01%
5,776
+1,170
FCNCA icon
761
First Citizens BancShares
FCNCA
$22.6B
$762K ﹤0.01%
355
+82
IEUR icon
762
iShares Core MSCI Europe ETF
IEUR
$7.21B
$760K ﹤0.01%
10,713
-1,673
LEN icon
763
Lennar Class A
LEN
$24B
$754K ﹤0.01%
7,338
+65
SOLS
764
Solstice Advanced Materials
SOLS
$11.8B
$754K ﹤0.01%
+15,511
ECON icon
765
Columbia Emerging Markets Consumer ETF
ECON
$295M
$747K ﹤0.01%
27,349
+2,714
COKE icon
766
Coca-Cola Consolidated
COKE
$13.9B
$741K ﹤0.01%
4,837
+104
AVUV icon
767
Avantis US Small Cap Value ETF
AVUV
$22.5B
$740K ﹤0.01%
7,258
+4,546
IVZ icon
768
Invesco
IVZ
$10.5B
$729K ﹤0.01%
27,768
+336
AEM icon
769
Agnico Eagle Mines
AEM
$111B
$728K ﹤0.01%
4,289
+67
AROC icon
770
Archrock
AROC
$6.29B
$724K ﹤0.01%
+27,819
ISPY icon
771
ProShares S&P 500 High Income ETF
ISPY
$1.2B
$719K ﹤0.01%
15,758
+2,236
FSS icon
772
Federal Signal
FSS
$6.72B
$715K ﹤0.01%
6,584
-37
IGPT icon
773
Invesco AI and Next Gen Software ETF
IGPT
$701M
$709K ﹤0.01%
11,925
+409
IR icon
774
Ingersoll Rand
IR
$33.4B
$709K ﹤0.01%
8,951
-261,566
MAS icon
775
Masco
MAS
$12.7B
$709K ﹤0.01%
11,171
-5,729
29 30
31
32 33