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
GDXJ icon
1126
VanEck Junior Gold Miners ETF
GDXJ
$10.5B
$233K ﹤0.01%
2,050
+1,500
VMBS icon
1127
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
$233K ﹤0.01%
4,943
-651
MNTN
1128
MNTN Inc
MNTN
$747M
$233K ﹤0.01%
19,483
+15,483
CWB icon
1129
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.25B
$232K ﹤0.01%
2,603
-389
INDB icon
1130
Independent Bank
INDB
$3.74B
$231K ﹤0.01%
3,161
+11
PJP icon
1131
Invesco Pharmaceuticals ETF
PJP
$408M
$230K ﹤0.01%
2,200
FELV icon
1132
Fidelity Enhanced Large Cap Value ETF
FELV
$2.73B
$230K ﹤0.01%
6,631
-103
CATH icon
1133
Global X S&P 500 Catholic Values ETF
CATH
$1.1B
$229K ﹤0.01%
2,786
AES icon
1134
AES
AES
$10.1B
$229K ﹤0.01%
15,951
-4,132
VGIT icon
1135
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.7B
$229K ﹤0.01%
3,815
+1,349
NEOG icon
1136
Neogen
NEOG
$2.1B
$228K ﹤0.01%
32,587
-1,702
SDOG icon
1137
ALPS Sector Dividend Dogs ETF
SDOG
$1.35B
$227K ﹤0.01%
3,760
EXEL icon
1138
Exelixis
EXEL
$10.7B
$226K ﹤0.01%
5,156
-909
RIVN icon
1139
Rivian
RIVN
$20.7B
$225K ﹤0.01%
11,392
-10,626
GRAL
1140
GRAIL Inc
GRAL
$1.96B
$224K ﹤0.01%
2,616
+1,006
MAZE
1141
Maze Therapeutics
MAZE
$2.46B
$224K ﹤0.01%
+5,400
MOG.A icon
1142
Moog Inc Class A
MOG.A
$9.98B
$223K ﹤0.01%
916
-28
EWA icon
1143
iShares MSCI Australia ETF
EWA
$1.5B
$223K ﹤0.01%
8,500
HODL icon
1144
VanEck Bitcoin Trust
HODL
$1.3B
$222K ﹤0.01%
8,975
+8,401
VPLS icon
1145
Vanguard Core Plus Bond ETF
VPLS
$1.32B
$220K ﹤0.01%
2,821
+1,500
GSK icon
1146
GSK
GSK
$110B
$220K ﹤0.01%
4,493
-741
PSA icon
1147
Public Storage
PSA
$53.7B
$219K ﹤0.01%
844
+71
AAL icon
1148
American Airlines Group
AAL
$7.29B
$219K ﹤0.01%
14,263
+2,668
TRC icon
1149
Tejon Ranch
TRC
$480M
$218K ﹤0.01%
13,804
-120
PPA icon
1150
Invesco Aerospace & Defense ETF
PPA
$8.17B
$218K ﹤0.01%
1,389
+30
44 45
46
47 48