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
BMO icon
1076
Bank of Montreal
BMO
$100B
$259K ﹤0.01%
1,999
-195
KRE icon
1077
State Street SPDR S&P Regional Banking ETF
KRE
$3.89B
$259K ﹤0.01%
4,000
TECH icon
1078
Bio-Techne
TECH
$8.39B
$257K ﹤0.01%
4,374
+2,256
VPL icon
1079
Vanguard FTSE Pacific ETF
VPL
$8.25B
$257K ﹤0.01%
2,841
-115
CVCO icon
1080
Cavco Industries
CVCO
$3.95B
$256K ﹤0.01%
434
+315
AVDV icon
1081
Avantis International Small Cap Value ETF
AVDV
$17.6B
$256K ﹤0.01%
2,724
+760
CTRA icon
1082
Coterra Energy
CTRA
$23.8B
$255K ﹤0.01%
9,704
-4,800
POWL icon
1083
Powell Industries
POWL
$6.26B
$255K ﹤0.01%
800
-14
MLI icon
1084
Mueller Industries
MLI
$12.6B
$254K ﹤0.01%
2,214
+1,233
NAMS icon
1085
NewAmsterdam Pharma
NAMS
$3.6B
$254K ﹤0.01%
7,240
-400
CCI icon
1086
Crown Castle
CCI
$38.2B
$254K ﹤0.01%
2,858
-1,576
NPO icon
1087
Enpro
NPO
$5.41B
$253K ﹤0.01%
1,182
+119
WOMN icon
1088
Impact Shares Womens Empowerment ETF Trading
WOMN
$57.9M
$253K ﹤0.01%
6,089
PTLC icon
1089
Pacer Trendpilot US Large Cap ETF
PTLC
$3.21B
$253K ﹤0.01%
4,543
CNX icon
1090
CNX Resources
CNX
$5.8B
$251K ﹤0.01%
6,821
+187
RBRK icon
1091
Rubrik
RBRK
$11.5B
$251K ﹤0.01%
3,276
-5
PXH icon
1092
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.89B
$250K ﹤0.01%
9,696
+417
EMHY icon
1093
iShares JPMorgan EM High Yield Bond ETF
EMHY
$591M
$250K ﹤0.01%
6,197
-26
BAX icon
1094
Baxter International
BAX
$9.29B
$250K ﹤0.01%
13,070
+487
XMHQ icon
1095
Invesco S&P MidCap Quality ETF
XMHQ
$5.13B
$250K ﹤0.01%
2,438
-49
SPXT icon
1096
ProShares S&P 500 ex-Technology ETF
SPXT
$269M
$248K ﹤0.01%
2,384
SYM icon
1097
Symbotic
SYM
$6.41B
$248K ﹤0.01%
4,161
+2,315
PDI icon
1098
PIMCO Dynamic Income Fund
PDI
$7.49B
$247K ﹤0.01%
13,970
-6,053
AMCR icon
1099
Amcor
AMCR
$19.6B
$247K ﹤0.01%
5,916
-2,226
CGGO icon
1100
Capital Group Global Growth Equity ETF
CGGO
$9.14B
$247K ﹤0.01%
7,116
+2,961
42 43
44
45 46