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
TRI icon
1301
Thomson Reuters
TRI
$45.6B
$159K ﹤0.01%
1,208
-801
SGDM icon
1302
Sprott Gold Miners ETF
SGDM
$797M
$159K ﹤0.01%
2,278
TLTD icon
1303
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$605M
$158K ﹤0.01%
1,706
FLO icon
1304
Flowers Foods
FLO
$1.8B
$158K ﹤0.01%
14,538
+477
ADMA icon
1305
ADMA Biologics
ADMA
$3.71B
$158K ﹤0.01%
8,666
+59
ETH
1306
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.66B
$158K ﹤0.01%
5,630
+500
IBDU icon
1307
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.66B
$158K ﹤0.01%
+6,747
MRNA icon
1308
Moderna
MRNA
$21.2B
$158K ﹤0.01%
5,344
-2,295
CXT icon
1309
Crane NXT
CXT
$2.5B
$157K ﹤0.01%
3,345
-127
EOI
1310
Eaton Vance Enhanced Equity Income Fund
EOI
$813M
$157K ﹤0.01%
7,650
WU icon
1311
Western Union
WU
$3.06B
$157K ﹤0.01%
16,893
-3,647
AIVL icon
1312
WisdomTree US AI Enhanced Value Fund
AIVL
$382M
$157K ﹤0.01%
1,365
USRT icon
1313
iShares Core US REIT ETF
USRT
$3.57B
$157K ﹤0.01%
2,754
-229
ORN icon
1314
Orion Group Holdings
ORN
$435M
$157K ﹤0.01%
15,750
TDIV icon
1315
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.63B
$156K ﹤0.01%
1,615
LSCC icon
1316
Lattice Semiconductor
LSCC
$11.9B
$156K ﹤0.01%
2,118
+282
PBF icon
1317
PBF Energy
PBF
$5.06B
$156K ﹤0.01%
5,742
+26
URA icon
1318
Global X Uranium ETF
URA
$7.06B
$156K ﹤0.01%
3,644
+419
DLY
1319
DoubleLine Yield Opportunities Fund
DLY
$690M
$156K ﹤0.01%
10,706
-2,109
MDYG icon
1320
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.51B
$155K ﹤0.01%
1,676
+266
TEVA icon
1321
Teva Pharmaceuticals
TEVA
$34.9B
$155K ﹤0.01%
4,953
+933
VNQI icon
1322
Vanguard Global ex-US Real Estate ETF
VNQI
$3.52B
$154K ﹤0.01%
3,368
+1,709
HALO icon
1323
Halozyme
HALO
$7.69B
$154K ﹤0.01%
2,288
-603
VIGI icon
1324
Vanguard International Dividend Appreciation ETF
VIGI
$8.61B
$153K ﹤0.01%
1,676
-1
PK icon
1325
Park Hotels & Resorts
PK
$2.12B
$153K ﹤0.01%
14,589
+36
51 52
53
54 55