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
FDIS icon
1326
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.69B
$152K ﹤0.01%
1,491
+74
AGI icon
1327
Alamos Gold
AGI
$20.5B
$151K ﹤0.01%
3,924
-857
GFF icon
1328
Griffon
GFF
$3.35B
$151K ﹤0.01%
2,055
+9
FLR icon
1329
Fluor
FLR
$6.27B
$151K ﹤0.01%
3,817
+2,550
CRH icon
1330
CRH
CRH
$67.6B
$151K ﹤0.01%
1,211
+258
SHOC icon
1331
Strive US Semiconductor ETF
SHOC
$159M
$151K ﹤0.01%
2,200
PSKY
1332
Paramount Skydance Corp
PSKY
$11B
$150K ﹤0.01%
11,228
-2,341
GPIQ icon
1333
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$3.07B
$150K ﹤0.01%
+2,845
GSHD icon
1334
Goosehead Insurance
GSHD
$1.07B
$149K ﹤0.01%
2,024
-2,328
CACC icon
1335
Credit Acceptance
CACC
$5.41B
$149K ﹤0.01%
336
+1
CNH
1336
CNH Industrial
CNH
$13.4B
$148K ﹤0.01%
16,100
-49
AWRE icon
1337
Aware
AWRE
$28.4M
$148K ﹤0.01%
80,000
BLDR icon
1338
Builders FirstSource
BLDR
$9.89B
$148K ﹤0.01%
1,437
-835
KIM icon
1339
Kimco Realty
KIM
$15.6B
$148K ﹤0.01%
7,282
-4,046
FND icon
1340
Floor & Decor
FND
$6.19B
$147K ﹤0.01%
2,421
-184,408
KGC icon
1341
Kinross Gold
KGC
$38.9B
$147K ﹤0.01%
5,233
TKO icon
1342
TKO Group
TKO
$15.7B
$147K ﹤0.01%
704
+190
EAT icon
1343
Brinker International
EAT
$6.13B
$147K ﹤0.01%
1,025
-369
ZION icon
1344
Zions Bancorporation
ZION
$8.02B
$147K ﹤0.01%
2,503
-922
EMXC icon
1345
iShares MSCI Emerging Markets ex China ETF
EMXC
$16.3B
$146K ﹤0.01%
2,016
+1
QTUM icon
1346
Defiance Quantum ETF
QTUM
$3.48B
$146K ﹤0.01%
1,330
-12
DAKT icon
1347
Daktronics
DAKT
$1.02B
$146K ﹤0.01%
7,369
FSK icon
1348
FS KKR Capital
FSK
$2.88B
$145K ﹤0.01%
9,818
-3,447
FBND icon
1349
Fidelity Total Bond ETF
FBND
$24.8B
$145K ﹤0.01%
3,157
+1,092
XLB icon
1350
State Street Materials Select Sector SPDR ETF
XLB
$6.86B
$145K ﹤0.01%
3,196
-134
52 53
54
55 56