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
GNRC icon
1276
Generac Holdings
GNRC
$11.8B
$169K ﹤0.01%
1,240
+230
FTLS icon
1277
First Trust Long/Short Equity ETF
FTLS
$2.14B
$169K ﹤0.01%
2,376
-1,511
WAT icon
1278
Waters Corp
WAT
$28.8B
$168K ﹤0.01%
442
+248
RBC icon
1279
RBC Bearings
RBC
$17.5B
$168K ﹤0.01%
374
+171
LVS icon
1280
Las Vegas Sands
LVS
$35.8B
$167K ﹤0.01%
2,564
+58
ARGX icon
1281
argenx
ARGX
$44.6B
$167K ﹤0.01%
198
+160
ABCB icon
1282
Ameris Bancorp
ABCB
$5.03B
$166K ﹤0.01%
2,236
-89
CNP icon
1283
CenterPoint Energy
CNP
$28.4B
$166K ﹤0.01%
4,324
-1,460
FMDE icon
1284
Fidelity Enhanced Mid Cap ETF
FMDE
$5.23B
$164K ﹤0.01%
4,515
+7
JEPQ icon
1285
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$34.3B
$164K ﹤0.01%
2,818
-170
NTCT icon
1286
NETSCOUT
NTCT
$2.17B
$164K ﹤0.01%
6,050
+16
TDTT icon
1287
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.56B
$164K ﹤0.01%
6,797
+1,546
SCHC icon
1288
Schwab International Small-Cap Equity ETF
SCHC
$5.18B
$163K ﹤0.01%
3,591
-267
JAZZ icon
1289
Jazz Pharmaceuticals
JAZZ
$11.2B
$163K ﹤0.01%
961
-1,107
SHAK icon
1290
Shake Shack
SHAK
$3.61B
$163K ﹤0.01%
2,007
-1,158
XPH icon
1291
State Street SPDR S&P Pharmaceuticals ETF
XPH
$310M
$162K ﹤0.01%
2,901
+95
DBEU icon
1292
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$679M
$162K ﹤0.01%
3,369
HRB icon
1293
H&R Block
HRB
$3.93B
$162K ﹤0.01%
3,708
-127
MRP
1294
Millrose Properties Inc
MRP
$4.78B
$161K ﹤0.01%
5,405
+751
AUR icon
1295
Aurora
AUR
$8.36B
$161K ﹤0.01%
41,980
+2,100
HUBG icon
1296
HUB Group
HUBG
$2.21B
$161K ﹤0.01%
3,777
+22
EVLV icon
1297
Evolv Technologies
EVLV
$952M
$160K ﹤0.01%
22,373
+140
CWI icon
1298
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.42B
$160K ﹤0.01%
4,456
+3,032
ASTS icon
1299
AST SpaceMobile
ASTS
$25.3B
$160K ﹤0.01%
2,198
+443
XMLV icon
1300
Invesco S&P MidCap Low Volatility ETF
XMLV
$738M
$160K ﹤0.01%
2,558
-62
50 51
52
53 54