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
WOOD icon
951
iShares Global Timber & Forestry ETF
WOOD
$280M
$400K ﹤0.01%
5,560
GMF icon
952
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$384M
$396K ﹤0.01%
2,855
+1,025
ACI icon
953
Albertsons Companies
ACI
$8.45B
$395K ﹤0.01%
22,994
+1,873
VAMO icon
954
Cambria Value and Momentum ETF
VAMO
$80.4M
$394K ﹤0.01%
11,541
+637
VLY icon
955
Valley National Bancorp
VLY
$6.63B
$393K ﹤0.01%
33,646
+2,404
INDA icon
956
iShares MSCI India ETF
INDA
$8.67B
$392K ﹤0.01%
7,253
+1,064
CCL icon
957
Carnival Corp
CCL
$36B
$392K ﹤0.01%
12,825
+1,597
PFG icon
958
Principal Financial Group
PFG
$19.1B
$389K ﹤0.01%
4,408
-303
SFBS icon
959
ServisFirst Bancshares
SFBS
$4.04B
$387K ﹤0.01%
5,388
+11
FNB icon
960
FNB Corp
FNB
$5.8B
$384K ﹤0.01%
22,438
-2,556
TD icon
961
Toronto Dominion Bank
TD
$160B
$382K ﹤0.01%
4,051
+1,139
MORN icon
962
Morningstar
MORN
$7.1B
$378K ﹤0.01%
1,738
-2,379
ONB icon
963
Old National Bancorp
ONB
$8.53B
$376K ﹤0.01%
16,863
+703
UMBF icon
964
UMB Financial
UMBF
$8.51B
$369K ﹤0.01%
3,210
-458
PCTY icon
965
Paylocity
PCTY
$6.13B
$366K ﹤0.01%
2,400
+192
CFG icon
966
Citizens Financial Group
CFG
$24.9B
$365K ﹤0.01%
6,252
+878
NVR icon
967
NVR
NVR
$18.5B
$365K ﹤0.01%
50
DFUV icon
968
Dimensional US Marketwide Value ETF
DFUV
$13.4B
$364K ﹤0.01%
7,818
-3,593
GHM icon
969
Graham Corp
GHM
$945M
$360K ﹤0.01%
5,600
PCVX icon
970
Vaxcyte
PCVX
$8.28B
$358K ﹤0.01%
7,756
+6,400
MTB icon
971
M&T Bank
MTB
$30.3B
$357K ﹤0.01%
1,774
-325
MUSA icon
972
Murphy USA
MUSA
$8.25B
$357K ﹤0.01%
884
-92
PKW icon
973
Invesco BuyBack Achievers ETF
PKW
$1.59B
$357K ﹤0.01%
2,656
PECO icon
974
Phillips Edison & Co
PECO
$4.83B
$357K ﹤0.01%
10,023
+46
CBSH icon
975
Commerce Bancshares
CBSH
$7.09B
$356K ﹤0.01%
6,808
-587
37 38
39
40 41