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
DUOL icon
901
Duolingo
DUOL
$4.64B
$478K ﹤0.01%
2,724
-178
AOS icon
902
A.O. Smith
AOS
$9.42B
$471K ﹤0.01%
7,035
-4,485
UHS icon
903
Universal Health Services
UHS
$11.4B
$470K ﹤0.01%
2,157
+116
EPAM icon
904
EPAM Systems
EPAM
$7.69B
$469K ﹤0.01%
2,289
-85
DXYZ
905
Destiny Tech100
DXYZ
$580M
$468K ﹤0.01%
+15,291
QLD icon
906
ProShares Ultra QQQ
QLD
$9.84B
$466K ﹤0.01%
6,618
HEI icon
907
HEICO Corp
HEI
$42.8B
$464K ﹤0.01%
1,435
+22
MOH icon
908
Molina Healthcare
MOH
$7.56B
$462K ﹤0.01%
2,664
-149
VEGI icon
909
iShares MSCI Agriculture Producers ETF
VEGI
$114M
$460K ﹤0.01%
11,930
STRV icon
910
Strive 500 ETF
STRV
$1.01B
$459K ﹤0.01%
10,413
TTWO icon
911
Take-Two Interactive
TTWO
$39.1B
$458K ﹤0.01%
1,787
-428
EXR icon
912
Extra Space Storage
EXR
$29.9B
$456K ﹤0.01%
3,498
-433
Q
913
Qnity Electronics Inc
Q
$24.4B
$455K ﹤0.01%
+5,567
ATO icon
914
Atmos Energy
ATO
$30.5B
$454K ﹤0.01%
2,706
+591
EA icon
915
Electronic Arts
EA
$50B
$451K ﹤0.01%
2,207
-20
RIO icon
916
Rio Tinto
RIO
$150B
$451K ﹤0.01%
5,634
+2,531
VOOG icon
917
Vanguard S&P 500 Growth ETF
VOOG
$21.9B
$448K ﹤0.01%
1,008
+415
TILT icon
918
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$1.9B
$448K ﹤0.01%
1,800
TOL icon
919
Toll Brothers
TOL
$13.6B
$447K ﹤0.01%
3,306
-458
NI icon
920
NiSource
NI
$22.1B
$447K ﹤0.01%
10,699
-973
IMCB icon
921
iShares Morningstar Mid-Cap ETF
IMCB
$1.46B
$446K ﹤0.01%
5,394
CGW icon
922
Invesco S&P Global Water Index ETF
CGW
$1.03B
$445K ﹤0.01%
7,062
+29
UTHR icon
923
United Therapeutics
UTHR
$23.9B
$445K ﹤0.01%
913
+200
PSTG icon
924
Everpure, Inc.
PSTG
$20.5B
$442K ﹤0.01%
6,589
+1,129
CRVL icon
925
CorVel
CRVL
$2.66B
$440K ﹤0.01%
6,505
+6,193
35 36
37
38 39