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
ETV
1101
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.69B
$246K ﹤0.01%
17,162
EVTR icon
1102
Eaton Vance Total Return Bond ETF
EVTR
$4.88B
$246K ﹤0.01%
4,769
-249
IRT icon
1103
Independence Realty Trust
IRT
$3.81B
$245K ﹤0.01%
14,040
-2,365
CASY icon
1104
Casey's General Stores
CASY
$25.4B
$245K ﹤0.01%
444
+18
ARQT icon
1105
Arcutis Biotherapeutics
ARQT
$2.97B
$245K ﹤0.01%
8,434
TBLL icon
1106
Invesco Short Term Treasury ETF
TBLL
$2.46B
$245K ﹤0.01%
2,318
ING icon
1107
ING
ING
$78.5B
$245K ﹤0.01%
8,734
+361
NTR icon
1108
Nutrien
NTR
$38.2B
$244K ﹤0.01%
3,959
-125
USIG icon
1109
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$16.4B
$244K ﹤0.01%
4,712
-620
CMC icon
1110
Commercial Metals
CMC
$7.38B
$244K ﹤0.01%
3,518
+21
IBDR icon
1111
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.71B
$243K ﹤0.01%
10,033
+337
IWC icon
1112
iShares Micro-Cap ETF
IWC
$1.27B
$242K ﹤0.01%
1,536
IVLU icon
1113
iShares MSCI Intl Value Factor ETF
IVLU
$3.83B
$241K ﹤0.01%
6,339
+562
CWK icon
1114
Cushman & Wakefield Ltd
CWK
$2.8B
$241K ﹤0.01%
14,884
+74
FNV icon
1115
Franco-Nevada
FNV
$51.2B
$240K ﹤0.01%
1,159
ASO icon
1116
Academy Sports + Outdoors
ASO
$3.85B
$239K ﹤0.01%
4,783
-124
RSPG icon
1117
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$590M
$239K ﹤0.01%
3,000
CLMT icon
1118
Calumet Specialty Products
CLMT
$2.52B
$238K ﹤0.01%
12,000
CR icon
1119
Crane Co
CR
$10.8B
$238K ﹤0.01%
1,288
+498
VPU icon
1120
Vanguard Utilities ETF
VPU
$8.59B
$237K ﹤0.01%
1,281
+355
SNCY icon
1121
Sun Country Airlines
SNCY
$881M
$237K ﹤0.01%
16,460
+12
CYTK icon
1122
Cytokinetics
CYTK
$7.84B
$237K ﹤0.01%
3,723
+239
CELH icon
1123
Celsius Holdings
CELH
$11.7B
$235K ﹤0.01%
5,147
-892,895
SEI
1124
Solaris Energy Infrastructure
SEI
$2.7B
$235K ﹤0.01%
5,110
-1,000
MGC icon
1125
Vanguard Mega Cap 300 Index ETF
MGC
$9.32B
$234K ﹤0.01%
932
+605
43 44
45
46 47