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
REVG
1176
DELISTED
REV Group
REVG
$205K ﹤0.01%
3,371
-30
TARS icon
1177
Tarsus Pharmaceuticals
TARS
$3.11B
$205K ﹤0.01%
+2,500
SCHH icon
1178
Schwab US REIT ETF
SCHH
$9.42B
$205K ﹤0.01%
9,792
+126
STAG icon
1179
STAG Industrial
STAG
$7.33B
$204K ﹤0.01%
5,543
-298
SUI icon
1180
Sun Communities
SUI
$16.8B
$203K ﹤0.01%
1,635
-321
EIS icon
1181
iShares MSCI Israel ETF
EIS
$864M
$202K ﹤0.01%
1,840
CELC icon
1182
Celcuity
CELC
$5.42B
$202K ﹤0.01%
+2,026
PI icon
1183
Impinj
PI
$3B
$202K ﹤0.01%
1,161
+11
TERN icon
1184
Terns Pharmaceuticals
TERN
$4.93B
$202K ﹤0.01%
5,000
GAM
1185
General American Investors Company
GAM
$1.45B
$202K ﹤0.01%
3,439
DLS icon
1186
WisdomTree International SmallCap Dividend Fund
DLS
$1.02B
$201K ﹤0.01%
2,487
BATRA icon
1187
Atlanta Braves Holdings Series A
BATRA
$3.05B
$200K ﹤0.01%
4,703
+2,977
GBDC icon
1188
Golub Capital BDC
GBDC
$3.21B
$200K ﹤0.01%
14,706
-6,867
ALV icon
1189
Autoliv
ALV
$8.04B
$199K ﹤0.01%
1,677
+83
COIN icon
1190
Coinbase
COIN
$52.5B
$199K ﹤0.01%
880
-439
RGA icon
1191
Reinsurance Group of America
RGA
$13.6B
$198K ﹤0.01%
974
+56
RGLD icon
1192
Royal Gold
RGLD
$23.9B
$198K ﹤0.01%
891
-298
VIXY icon
1193
ProShares VIX Short-Term Futures ETF
VIXY
$77M
$198K ﹤0.01%
7,726
+7,656
REXR icon
1194
Rexford Industrial Realty
REXR
$8.28B
$198K ﹤0.01%
5,109
+190
SHYG icon
1195
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.65B
$198K ﹤0.01%
4,612
-1,362
MICC
1196
The Magnum Ice Cream Company N.V.
MICC
$9.49B
$197K ﹤0.01%
+12,455
GPRO icon
1197
GoPro
GPRO
$121M
$197K ﹤0.01%
+140,000
CHRW icon
1198
C.H. Robinson
CHRW
$20.9B
$197K ﹤0.01%
1,227
+263
LKQ icon
1199
LKQ Corp
LKQ
$7.82B
$197K ﹤0.01%
6,527
+1,443
OBDC icon
1200
Blue Owl Capital
OBDC
$5.67B
$197K ﹤0.01%
15,809
-3,441
46 47
48
49 50