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
COWZ icon
1201
Pacer US Cash Cows 100 ETF
COWZ
$18.5B
$196K ﹤0.01%
3,259
-1,493
EFX icon
1202
Equifax
EFX
$23.6B
$196K ﹤0.01%
903
-3,550
GH icon
1203
Guardant Health
GH
$11.9B
$196K ﹤0.01%
1,918
+16
LYB icon
1204
LyondellBasell Industries
LYB
$21.7B
$196K ﹤0.01%
4,524
-8,344
BAH icon
1205
Booz Allen Hamilton
BAH
$9.35B
$196K ﹤0.01%
2,321
-1,829
BDJ icon
1206
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.6B
$196K ﹤0.01%
20,644
+5,841
AVB icon
1207
AvalonBay Communities
AVB
$24.4B
$196K ﹤0.01%
1,078
-519
SNY icon
1208
Sanofi
SNY
$106B
$194K ﹤0.01%
4,008
-310
RL icon
1209
Ralph Lauren
RL
$21B
$194K ﹤0.01%
549
+9
HBM icon
1210
Hudbay
HBM
$8.93B
$193K ﹤0.01%
9,714
GLTR icon
1211
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$3.33B
$192K ﹤0.01%
936
-200
IBKR icon
1212
Interactive Brokers
IBKR
$30.5B
$192K ﹤0.01%
2,987
+107
BBNX
1213
Beta Bionics
BBNX
$487M
$192K ﹤0.01%
6,301
+6,300
OCFC icon
1214
OceanFirst Financial
OCFC
$1.03B
$192K ﹤0.01%
10,691
PTCT icon
1215
PTC Therapeutics
PTCT
$5.44B
$191K ﹤0.01%
+2,518
VIS icon
1216
Vanguard Industrials ETF
VIS
$7.23B
$190K ﹤0.01%
638
-100
MUFG icon
1217
Mitsubishi UFJ Financial
MUFG
$197B
$190K ﹤0.01%
11,986
+5,140
AEIS icon
1218
Advanced Energy
AEIS
$11.8B
$190K ﹤0.01%
906
+58
VLUE icon
1219
iShares MSCI USA Value Factor ETF
VLUE
$10.2B
$189K ﹤0.01%
+1,385
SPXC icon
1220
SPX Corp
SPXC
$10.5B
$188K ﹤0.01%
941
+62
NYF icon
1221
iShares New York Muni Bond ETF
NYF
$1.22B
$188K ﹤0.01%
+3,515
IMRX icon
1222
Immuneering
IMRX
$363M
$188K ﹤0.01%
28,500
-21,551
ATEC icon
1223
Alphatec Holdings
ATEC
$1.89B
$187K ﹤0.01%
8,895
+91
HXL icon
1224
Hexcel
HXL
$6.58B
$187K ﹤0.01%
2,527
-256
SCCO icon
1225
Southern Copper
SCCO
$159B
$186K ﹤0.01%
1,310
+183
47 48
49
50 51