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
NUV icon
1226
Nuveen Municipal Value Fund
NUV
$1.91B
$186K ﹤0.01%
20,564
SION
1227
Sionna Therapeutics
SION
$1.71B
$185K ﹤0.01%
+4,500
HAS icon
1228
Hasbro
HAS
$13.4B
$184K ﹤0.01%
2,245
-106
PSQH icon
1229
PSQ Holdings
PSQH
$31M
$184K ﹤0.01%
178,241
SMLV icon
1230
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$210M
$184K ﹤0.01%
1,400
CCCX
1231
DELISTED
Churchill Capital Corp X
CCCX
$183K ﹤0.01%
+11,746
FXI icon
1232
iShares China Large-Cap ETF
FXI
$6.07B
$183K ﹤0.01%
4,772
-710
WHR icon
1233
Whirlpool
WHR
$3.71B
$182K ﹤0.01%
2,526
+644
AGNC icon
1234
AGNC Investment
AGNC
$11.8B
$182K ﹤0.01%
16,997
+829
ABG icon
1235
Asbury Automotive
ABG
$3.84B
$181K ﹤0.01%
779
+11
IGM icon
1236
iShares Expanded Tech Sector ETF
IGM
$8.27B
$180K ﹤0.01%
1,394
+237
MAC icon
1237
Macerich
MAC
$4.99B
$180K ﹤0.01%
9,738
-3,120
UPRO icon
1238
ProShares UltraPro S&P 500
UPRO
$4.38B
$180K ﹤0.01%
1,552
+1
MRCY icon
1239
Mercury Systems
MRCY
$5.21B
$179K ﹤0.01%
2,454
+682
PSMT icon
1240
Pricesmart
PSMT
$4.55B
$179K ﹤0.01%
1,460
+6
USPH icon
1241
US Physical Therapy
USPH
$1.21B
$179K ﹤0.01%
2,292
+3
XT icon
1242
iShares Future Exponential Technologies ETF
XT
$3.55B
$179K ﹤0.01%
2,563
CLH icon
1243
Clean Harbors
CLH
$15.1B
$179K ﹤0.01%
762
+241
TSPA icon
1244
T. Rowe Price US Equity Research ETF
TSPA
$2.15B
$178K ﹤0.01%
4,172
FOUR icon
1245
Shift4
FOUR
$3.89B
$178K ﹤0.01%
2,828
-999,906
IGLB icon
1246
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.7B
$178K ﹤0.01%
3,525
-286
DFUS icon
1247
Dimensional US Equity ETF
DFUS
$18.8B
$178K ﹤0.01%
2,397
-1,077
RITM icon
1248
Rithm Capital
RITM
$5.49B
$177K ﹤0.01%
16,258
+3,731
PTC icon
1249
PTC
PTC
$19B
$176K ﹤0.01%
1,013
-355
PEO
1250
Adams Natural Resources Fund
PEO
$709M
$176K ﹤0.01%
8,091
48 49
50
51 52