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
DES icon
1151
WisdomTree US SmallCap Dividend Fund
DES
$1.93B
$217K ﹤0.01%
6,485
ESTA icon
1152
Establishment Labs
ESTA
$1.94B
$217K ﹤0.01%
2,976
+17
RVMD icon
1153
Revolution Medicines
RVMD
$19.6B
$217K ﹤0.01%
2,720
+2,717
INDV icon
1154
Indivior Pharmaceuticals
INDV
$4.11B
$216K ﹤0.01%
+6,029
VTRS icon
1155
Viatris
VTRS
$16.2B
$216K ﹤0.01%
17,365
-7,091
BY icon
1156
Byline Bancorp
BY
$1.41B
$216K ﹤0.01%
7,412
WH icon
1157
Wyndham Hotels & Resorts
WH
$5.56B
$216K ﹤0.01%
2,855
-564
CGUS icon
1158
Capital Group Core Equity ETF
CGUS
$8.98B
$215K ﹤0.01%
5,336
+360
BTSG icon
1159
BrightSpring Health Services
BTSG
$7.94B
$214K ﹤0.01%
+5,703
PRM icon
1160
Perimeter Solutions
PRM
$3.5B
$213K ﹤0.01%
7,750
JXN icon
1161
Jackson Financial
JXN
$7.7B
$211K ﹤0.01%
1,980
+15
FOXA icon
1162
Fox Class A
FOXA
$24.7B
$211K ﹤0.01%
2,884
+676
HTRB icon
1163
Hartford Total Return Bond ETF
HTRB
$2.3B
$210K ﹤0.01%
+6,161
PIPR icon
1164
Piper Sandler
PIPR
$5.17B
$210K ﹤0.01%
619
-162
GTES icon
1165
Gates Industrial
GTES
$6.16B
$210K ﹤0.01%
9,774
+223
NTES icon
1166
NetEase
NTES
$73B
$209K ﹤0.01%
1,522
-44
ELAN icon
1167
Elanco Animal Health
ELAN
$11.8B
$209K ﹤0.01%
9,248
+7,330
IMMX icon
1168
Immix Biopharma
IMMX
$551M
$209K ﹤0.01%
40,000
+30,000
FTI icon
1169
TechnipFMC
FTI
$26B
$209K ﹤0.01%
4,684
+1,915
PLUS icon
1170
ePlus
PLUS
$2.04B
$208K ﹤0.01%
2,377
+14
BROS icon
1171
Dutch Bros
BROS
$6.63B
$208K ﹤0.01%
3,400
-234
AVT icon
1172
Avnet
AVT
$4.97B
$208K ﹤0.01%
4,329
+569
OSIS icon
1173
OSI Systems
OSIS
$4.6B
$208K ﹤0.01%
815
+49
EFG icon
1174
iShares MSCI EAFE Growth ETF
EFG
$9.53B
$206K ﹤0.01%
1,805
-125
BDC icon
1175
Belden
BDC
$4.86B
$205K ﹤0.01%
1,759
+29
45 46
47
48 49