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
MSGS icon
1251
Madison Square Garden
MSGS
$7.55B
$176K ﹤0.01%
680
+516
BCS icon
1252
Barclays
BCS
$76.4B
$176K ﹤0.01%
6,898
+282
OLED icon
1253
Universal Display
OLED
$4.55B
$175K ﹤0.01%
1,500
-18
TOST icon
1254
Toast
TOST
$17B
$175K ﹤0.01%
4,929
-1,479
RH icon
1255
RH
RH
$2.69B
$174K ﹤0.01%
969
+963
KWEB icon
1256
KraneShares CSI China Internet ETF
KWEB
$6.69B
$174K ﹤0.01%
5,096
RAL
1257
Ralliant Corp
RAL
$4.99B
$173K ﹤0.01%
3,406
-490
B
1258
Barrick Mining
B
$76.1B
$173K ﹤0.01%
3,973
SLDB icon
1259
Solid Biosciences
SLDB
$601M
$173K ﹤0.01%
30,600
LLYVK icon
1260
Liberty Live Group Series C
LLYVK
$9.24B
$172K ﹤0.01%
2,074
-1,201
AVDL
1261
DELISTED
Avadel Pharmaceuticals
AVDL
$172K ﹤0.01%
8,000
PROP icon
1262
Prairie Operating Co
PROP
$121M
$172K ﹤0.01%
102,000
+101,000
SWK icon
1263
Stanley Black & Decker
SWK
$11.4B
$172K ﹤0.01%
2,318
-1,219
AAOI icon
1264
Applied Optoelectronics
AAOI
$9.55B
$172K ﹤0.01%
4,937
+4,850
MAIN icon
1265
Main Street Capital
MAIN
$5.11B
$172K ﹤0.01%
2,847
CNO icon
1266
CNO Financial Group
CNO
$3.83B
$172K ﹤0.01%
4,045
+140
SMFG icon
1267
Sumitomo Mitsui Financial
SMFG
$128B
$172K ﹤0.01%
8,884
+6,140
HRL icon
1268
Hormel Foods
HRL
$12.7B
$171K ﹤0.01%
7,227
-4,079
SPHR icon
1269
Sphere Entertainment
SPHR
$4.09B
$171K ﹤0.01%
1,798
+1,761
NEA icon
1270
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.5B
$171K ﹤0.01%
14,691
+4,157
CUZ icon
1271
Cousins Properties
CUZ
$3.9B
$171K ﹤0.01%
6,627
+191
DUHP icon
1272
Dimensional US High Profitability ETF
DUHP
$10.8B
$171K ﹤0.01%
4,485
+25
AMX icon
1273
America Movil
AMX
$72B
$171K ﹤0.01%
8,251
-1,342
BBJP icon
1274
JPMorgan BetaBuilders Japan ETF
BBJP
$15.3B
$170K ﹤0.01%
2,580
+1,147
BBY icon
1275
Best Buy
BBY
$13.6B
$170K ﹤0.01%
2,535
-2,046
49 50
51
52 53