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
TXT icon
826
Textron
TXT
$16.2B
$603K ﹤0.01%
6,920
+4,960
SRLN icon
827
State Street Blackstone Senior Loan ETF
SRLN
$5.16B
$603K ﹤0.01%
14,615
-403
IGV icon
828
iShares Expanded Tech-Software Sector ETF
IGV
$10.8B
$603K ﹤0.01%
5,706
-150
FFIV icon
829
F5
FFIV
$16.4B
$603K ﹤0.01%
2,362
-261
AIQ icon
830
Global X Artificial Intelligence & Technology ETF
AIQ
$7.79B
$601K ﹤0.01%
11,812
+3,026
XPO icon
831
XPO
XPO
$22.7B
$601K ﹤0.01%
4,420
-443
LABU icon
832
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$515M
$598K ﹤0.01%
3,750
ENR icon
833
Energizer
ENR
$1.19B
$591K ﹤0.01%
29,724
+29,659
GATX icon
834
GATX Corp
GATX
$6.2B
$590K ﹤0.01%
3,478
+1,255
XYZ
835
Block Inc
XYZ
$38.7B
$589K ﹤0.01%
9,048
-2,038
GOVT icon
836
iShares US Treasury Bond ETF
GOVT
$35.6B
$587K ﹤0.01%
25,489
-656
MOD icon
837
Modine Manufacturing
MOD
$10.6B
$583K ﹤0.01%
4,367
+2,262
ENFR icon
838
Alerian Energy Infrastructure ETF
ENFR
$407M
$583K ﹤0.01%
18,524
VTS icon
839
Vitesse Energy
VTS
$792M
$582K ﹤0.01%
30,243
-722
FNDC icon
840
Schwab Fundamental International Small Company Index ETF
FNDC
$3.19B
$581K ﹤0.01%
13,036
+12,255
EMB icon
841
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$17.3B
$575K ﹤0.01%
5,976
-536
PSLV icon
842
Sprott Physical Silver Trust
PSLV
$17.9B
$574K ﹤0.01%
24,260
+100
AER icon
843
AerCap
AER
$22.9B
$573K ﹤0.01%
3,984
+220
TWST icon
844
Twist Bioscience
TWST
$2.87B
$572K ﹤0.01%
18,028
+1
DJD icon
845
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$442M
$571K ﹤0.01%
10,000
WAL icon
846
Western Alliance Bancorporation
WAL
$7.65B
$571K ﹤0.01%
6,794
+312
ALTG icon
847
Alta Equipment Group
ALTG
$207M
$563K ﹤0.01%
122,432
-349,846
VRSN icon
848
VeriSign
VRSN
$21.6B
$563K ﹤0.01%
2,317
-378
PRI icon
849
Primerica
PRI
$7.95B
$562K ﹤0.01%
2,176
+634
LULU icon
850
lululemon athletica
LULU
$19.1B
$551K ﹤0.01%
2,653
+16
32 33
34
35 36