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
IIM icon
1026
Invesco Value Municipal Income Trust
IIM
$606M
$300K ﹤0.01%
24,324
+17,642
BTI icon
1027
British American Tobacco
BTI
$128B
$300K ﹤0.01%
5,291
+2,314
ESGE icon
1028
iShares ESG Aware MSCI EM ETF
ESGE
$6.23B
$297K ﹤0.01%
6,728
+6,466
PWB icon
1029
Invesco Large Cap Growth ETF
PWB
$1.54B
$297K ﹤0.01%
2,338
+61
SNX icon
1030
TD Synnex
SNX
$12.7B
$297K ﹤0.01%
1,977
+234
ESLT icon
1031
Elbit Systems
ESLT
$40.9B
$297K ﹤0.01%
514
+171
BIZD icon
1032
VanEck BDC Income ETF
BIZD
$1.43B
$295K ﹤0.01%
20,823
-31,718
BGRN icon
1033
iShares USD Green Bond ETF
BGRN
$450M
$295K ﹤0.01%
6,152
+2,082
INGR icon
1034
Ingredion
INGR
$7B
$292K ﹤0.01%
2,650
-73
CSL icon
1035
Carlisle Companies
CSL
$14.4B
$291K ﹤0.01%
911
-130
ITB icon
1036
iShares US Home Construction ETF
ITB
$2.46B
$291K ﹤0.01%
3,022
SJM icon
1037
J.M. Smucker
SJM
$11.5B
$290K ﹤0.01%
2,969
-2,045
SBLK icon
1038
Star Bulk Carriers
SBLK
$2.65B
$290K ﹤0.01%
15,100
DISV icon
1039
Dimensional International Small Cap Value ETF
DISV
$4.48B
$289K ﹤0.01%
7,609
-138
JNK icon
1040
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.81B
$289K ﹤0.01%
2,972
-242
MTCH icon
1041
Match Group
MTCH
$7.12B
$285K ﹤0.01%
8,838
+1,308
CHDN icon
1042
Churchill Downs
CHDN
$5.99B
$285K ﹤0.01%
2,501
+169
NVTS icon
1043
Navitas Semiconductor
NVTS
$2.5B
$284K ﹤0.01%
39,828
+22,230
EL icon
1044
Estee Lauder
EL
$33.1B
$284K ﹤0.01%
2,711
-106
BIIB icon
1045
Biogen
BIIB
$28B
$282K ﹤0.01%
1,604
+415
GPN icon
1046
Global Payments
GPN
$20.4B
$282K ﹤0.01%
3,640
-286
IEI icon
1047
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$282K ﹤0.01%
2,360
+615
IYJ icon
1048
iShares US Industrials ETF
IYJ
$2.43B
$281K ﹤0.01%
1,899
ARCB icon
1049
ArcBest
ARCB
$2.05B
$279K ﹤0.01%
3,754
+5
FBIN icon
1050
Fortune Brands Innovations
FBIN
$5.42B
$277K ﹤0.01%
5,528
-589
40 41
42
43 44