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
IDA icon
976
Idacorp
IDA
$7.72B
$355K ﹤0.01%
2,804
+41
TM icon
977
Toyota
TM
$288B
$353K ﹤0.01%
1,650
+35
WTV icon
978
WisdomTree US Value Fund
WTV
$2.47B
$352K ﹤0.01%
3,774
SCHI icon
979
Schwab 5-10 Year Corporate Bond ETF
SCHI
$10.3B
$350K ﹤0.01%
15,244
+5,949
ITRI icon
980
Itron
ITRI
$4.04B
$350K ﹤0.01%
3,767
-484
GNR icon
981
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.76B
$349K ﹤0.01%
5,613
+496
AMTX icon
982
Aemetis
AMTX
$102M
$348K ﹤0.01%
250,390
+200
HGER icon
983
Harbor Commodity All-Weather Strategy ETF
HGER
$2.28B
$347K ﹤0.01%
13,999
-431
EXPE icon
984
Expedia Group
EXPE
$28.2B
$347K ﹤0.01%
1,224
+251
KTOS icon
985
Kratos Defense & Security Solutions
KTOS
$16.6B
$344K ﹤0.01%
4,533
+42
SF icon
986
Stifel
SF
$11.2B
$341K ﹤0.01%
2,721
+337
QQQJ icon
987
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$882M
$341K ﹤0.01%
9,242
+210
IBTG icon
988
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.35B
$340K ﹤0.01%
14,877
+177
LNC icon
989
Lincoln National
LNC
$6.31B
$340K ﹤0.01%
7,631
-1,674
PAG icon
990
Penske Automotive Group
PAG
$9.89B
$339K ﹤0.01%
2,143
+1,989
LII icon
991
Lennox International
LII
$17.7B
$338K ﹤0.01%
696
-81
WWD icon
992
Woodward
WWD
$23B
$338K ﹤0.01%
1,117
+656
ARKK icon
993
ARK Innovation ETF
ARKK
$6.53B
$337K ﹤0.01%
4,380
+177
ACM icon
994
Aecom
ACM
$11.8B
$336K ﹤0.01%
3,529
+34
SCHM icon
995
Schwab US Mid-Cap ETF
SCHM
$13.1B
$336K ﹤0.01%
11,179
+2,195
EXAS icon
996
Exact Sciences
EXAS
$19.7B
$335K ﹤0.01%
3,296
-1,037
SSNC icon
997
SS&C Technologies
SSNC
$17.6B
$334K ﹤0.01%
3,815
+211
IDMO icon
998
Invesco S&P International Developed Momentum ETF
IDMO
$3.22B
$333K ﹤0.01%
+5,995
IDU icon
999
iShares US Utilities ETF
IDU
$1.46B
$333K ﹤0.01%
3,069
-298
AA icon
1000
Alcoa
AA
$17.5B
$331K ﹤0.01%
6,225
+682
38 39
40
41 42