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
HHH icon
1051
Howard Hughes
HHH
$3.79B
$276K ﹤0.01%
3,466
ARTY
1052
iShares Future AI & Tech ETF
ARTY
$2.27B
$276K ﹤0.01%
5,729
+1,186
EIPI
1053
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.06B
$276K ﹤0.01%
13,891
-250
XLC icon
1054
State Street Communication Services Select Sector SPDR ETF
XLC
$26.5B
$274K ﹤0.01%
2,324
-128
PAGP icon
1055
Plains GP Holdings
PAGP
$4.63B
$273K ﹤0.01%
14,244
-513,660
CDW icon
1056
CDW
CDW
$15.3B
$269K ﹤0.01%
1,976
-732
NFG icon
1057
National Fuel Gas
NFG
$8.78B
$269K ﹤0.01%
3,360
+2,067
STLD icon
1058
Steel Dynamics
STLD
$26.7B
$267K ﹤0.01%
1,578
+122
BMI icon
1059
Badger Meter
BMI
$4.29B
$267K ﹤0.01%
1,531
+23
VRP icon
1060
Invesco Variable Rate Preferred ETF
VRP
$2.44B
$267K ﹤0.01%
10,970
DVA icon
1061
DaVita
DVA
$10.3B
$267K ﹤0.01%
2,349
-279
BKH icon
1062
Black Hills Corp
BKH
$5.29B
$267K ﹤0.01%
3,844
-200
CALY
1063
Callaway Golf Company
CALY
$2.56B
$266K ﹤0.01%
22,835
+8,233
FELC icon
1064
Fidelity Enhanced Large Cap Core ETF
FELC
$6.48B
$265K ﹤0.01%
6,949
+3,253
SON icon
1065
Sonoco
SON
$5.24B
$265K ﹤0.01%
6,065
+59
KCE icon
1066
State Street SPDR S&P Capital Markets ETF
KCE
$449M
$265K ﹤0.01%
1,765
+7
EXPO icon
1067
Exponent
EXPO
$3.45B
$264K ﹤0.01%
3,801
-440
NEAR icon
1068
iShares Short Maturity Bond ETF
NEAR
$4.16B
$263K ﹤0.01%
5,155
-247
JPST icon
1069
JPMorgan Ultra-Short Income ETF
JPST
$37.6B
$263K ﹤0.01%
5,200
+2,722
PICK icon
1070
iShares MSCI Global Metals & Mining Producers ETF
PICK
$1.93B
$262K ﹤0.01%
5,105
+3,265
KEY icon
1071
KeyCorp
KEY
$21.4B
$262K ﹤0.01%
12,698
+777
KRG icon
1072
Kite Realty
KRG
$5.37B
$262K ﹤0.01%
10,911
-1,951
EBAY icon
1073
eBay
EBAY
$41.1B
$261K ﹤0.01%
3,000
-1,021
IDCC icon
1074
InterDigital
IDCC
$9.46B
$261K ﹤0.01%
820
-40
VCYT icon
1075
Veracyte
VCYT
$2.58B
$261K ﹤0.01%
6,195
+5,309
41 42
43
44 45