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
OC icon
876
Owens Corning
OC
$8.63B
$511K ﹤0.01%
4,565
+3,476
MEDP icon
877
Medpace
MEDP
$13.6B
$508K ﹤0.01%
904
+654
PSIL icon
878
AdvisorShares Psychedelics ETF
PSIL
$20.7M
$508K ﹤0.01%
29,566
+4,547
BEN icon
879
Franklin Resources
BEN
$13B
$506K ﹤0.01%
21,172
-1,707
ENSG icon
880
The Ensign Group
ENSG
$12.2B
$503K ﹤0.01%
2,887
+104
XHB icon
881
State Street SPDR S&P Homebuilders ETF
XHB
$1.53B
$500K ﹤0.01%
4,860
EXPD icon
882
Expeditors International
EXPD
$18.8B
$500K ﹤0.01%
3,358
+1,143
ESGU icon
883
iShares ESG Aware MSCI USA ETF
ESGU
$15.5B
$497K ﹤0.01%
3,335
+246
IDN icon
884
Intellicheck
IDN
$95.4M
$497K ﹤0.01%
74,338
+149
DLR icon
885
Digital Realty Trust
DLR
$62.1B
$494K ﹤0.01%
3,192
-188
SPLV icon
886
Invesco S&P 500 Low Volatility ETF
SPLV
$8.16B
$491K ﹤0.01%
6,881
-10,864
CCJ icon
887
Cameco
CCJ
$50.3B
$490K ﹤0.01%
5,356
+3,471
CRMD icon
888
CorMedix
CRMD
$529M
$488K ﹤0.01%
42,000
NTAP icon
889
NetApp
NTAP
$19.3B
$488K ﹤0.01%
4,553
-122
NDSN icon
890
Nordson
NDSN
$15.3B
$487K ﹤0.01%
2,027
-111
RWR icon
891
State Street SPDR Dow Jones REIT ETF
RWR
$1.72B
$487K ﹤0.01%
4,961
RPM icon
892
RPM International
RPM
$13B
$487K ﹤0.01%
4,684
-1,800
AIA icon
893
iShares Asia 50 ETF
AIA
$3.06B
$485K ﹤0.01%
4,969
+4,146
DVN icon
894
Devon Energy
DVN
$28.1B
$484K ﹤0.01%
13,202
-3,671
FWONK icon
895
Liberty Media Series C
FWONK
$21.1B
$483K ﹤0.01%
4,906
-618
HRI icon
896
Herc Holdings
HRI
$3.85B
$483K ﹤0.01%
3,256
+1,065
KD icon
897
Kyndryl
KD
$2.85B
$482K ﹤0.01%
18,137
-61
UAL icon
898
United Airlines
UAL
$29.3B
$479K ﹤0.01%
4,287
-534
FTNT icon
899
Fortinet
FTNT
$61.8B
$479K ﹤0.01%
6,031
-1,564
SU icon
900
Suncor Energy
SU
$69.2B
$479K ﹤0.01%
10,787
+566
34 35
36
37 38