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
GSEW icon
776
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.62B
$708K ﹤0.01%
8,318
+8,267
TIP icon
777
iShares TIPS Bond ETF
TIP
$14.3B
$704K ﹤0.01%
6,409
-398
RDIV icon
778
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$938M
$704K ﹤0.01%
13,534
GGG icon
779
Graco
GGG
$14.4B
$701K ﹤0.01%
8,549
+1,434
DGX icon
780
Quest Diagnostics
DGX
$22.1B
$699K ﹤0.01%
4,028
-507
SEB icon
781
Seaboard Corp
SEB
$4.73B
$698K ﹤0.01%
157
+5
RBA icon
782
RB Global
RBA
$19B
$697K ﹤0.01%
6,772
+1,452
TER icon
783
Teradyne
TER
$47.6B
$696K ﹤0.01%
3,595
-24
KMX icon
784
CarMax
KMX
$6.06B
$694K ﹤0.01%
17,971
-4,599
BBIO icon
785
BridgeBio Pharma
BBIO
$13.8B
$693K ﹤0.01%
9,061
+1,302
FGD icon
786
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.22B
$689K ﹤0.01%
22,756
+5,082
IVOG icon
787
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.41B
$687K ﹤0.01%
5,718
SNV
788
DELISTED
Synovus
SNV
$686K ﹤0.01%
13,707
+379
DFAX icon
789
Dimensional World ex US Core Equity 2 ETF
DFAX
$10.8B
$686K ﹤0.01%
20,959
+4,416
CPSH icon
790
CPS Technologies
CPSH
$72.5M
$683K ﹤0.01%
221,024
IYH icon
791
iShares US Healthcare ETF
IYH
$3.06B
$682K ﹤0.01%
10,474
+3
DOW icon
792
Dow Inc
DOW
$24.6B
$682K ﹤0.01%
29,149
-3,721
TPL icon
793
Texas Pacific Land
TPL
$36.3B
$679K ﹤0.01%
2,363
+80
HDV
794
iShares Core High Dividend ETF
HDV
$13.3B
$678K ﹤0.01%
5,573
-188
BWXT icon
795
BWX Technologies
BWXT
$17.9B
$677K ﹤0.01%
3,918
+932
FTV icon
796
Fortive
FTV
$17.2B
$677K ﹤0.01%
12,255
-875
SE icon
797
Sea Limited
SE
$51.4B
$673K ﹤0.01%
5,275
-635,603
SECT icon
798
Main Sector Rotation ETF
SECT
$2.39B
$673K ﹤0.01%
10,427
NESR
799
National Energy Services Reunited Corp
NESR
$2.03B
$672K ﹤0.01%
42,924
LUV icon
800
Southwest Airlines
LUV
$20.5B
$670K ﹤0.01%
16,211
+649
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32
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