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
MTUM icon
926
iShares MSCI USA Momentum Factor ETF
MTUM
$20.8B
$440K ﹤0.01%
1,756
-104
ITT icon
927
ITT
ITT
$16.3B
$438K ﹤0.01%
2,527
+1,258
CINF icon
928
Cincinnati Financial
CINF
$25.5B
$438K ﹤0.01%
2,679
-45
WEX icon
929
WEX
WEX
$5.51B
$433K ﹤0.01%
2,909
-52
VWOB icon
930
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.03B
$429K ﹤0.01%
6,369
-21
SHLD icon
931
Global X Defense Tech ETF
SHLD
$7.84B
$429K ﹤0.01%
6,625
+65
TBLU
932
Tortoise Global Water Fund
TBLU
$54.9M
$427K ﹤0.01%
8,400
ZIM icon
933
ZIM Integrated Shipping Services
ZIM
$3.38B
$425K ﹤0.01%
+20,007
PTON icon
934
Peloton Interactive
PTON
$1.64B
$423K ﹤0.01%
68,616
-3,759
SSD icon
935
Simpson Manufacturing
SSD
$7.48B
$422K ﹤0.01%
2,613
+92
IDV icon
936
iShares International Select Dividend ETF
IDV
$7.84B
$419K ﹤0.01%
10,620
-6,491
FDS icon
937
Factset
FDS
$7.63B
$419K ﹤0.01%
1,443
+83
VTWO icon
938
Vanguard Russell 2000 ETF
VTWO
$14.1B
$418K ﹤0.01%
4,196
+396
OKLO
939
Oklo
OKLO
$9.81B
$417K ﹤0.01%
5,809
+1,858
WPC icon
940
W.P. Carey
WPC
$16.1B
$417K ﹤0.01%
6,474
+1,490
UBS icon
941
UBS Group
UBS
$120B
$413K ﹤0.01%
8,901
-3,232
WEAV icon
942
Weave Communications
WEAV
$392M
$411K ﹤0.01%
+54,137
HOLX icon
943
Hologic
HOLX
$16.8B
$410K ﹤0.01%
5,505
-654
L icon
944
Loews
L
$22.4B
$409K ﹤0.01%
3,882
+3,219
VGSH icon
945
Vanguard Short-Term Treasury ETF
VGSH
$27.9B
$408K ﹤0.01%
6,953
+599
AIZ icon
946
Assurant
AIZ
$10.8B
$408K ﹤0.01%
1,693
+172
UNM icon
947
Unum
UNM
$11.9B
$407K ﹤0.01%
5,252
-362
UGI icon
948
UGI
UGI
$7.97B
$405K ﹤0.01%
10,817
+6,912
FLS icon
949
Flowserve
FLS
$10B
$403K ﹤0.01%
5,814
+1,515
DRLL icon
950
Strive US Energy ETF
DRLL
$298M
$403K ﹤0.01%
14,133
36 37
38
39 40