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
ARM icon
1351
Arm
ARM
$123B
$145K ﹤0.01%
1,322
-28
KHC icon
1352
Kraft Heinz
KHC
$27B
$144K ﹤0.01%
5,939
-3,244
RSPS icon
1353
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$271M
$143K ﹤0.01%
4,935
COLB icon
1354
Columbia Banking Systems
COLB
$7.83B
$143K ﹤0.01%
5,099
-2,496
KNF icon
1355
Knife River
KNF
$4.51B
$142K ﹤0.01%
2,021
-814
IXN icon
1356
iShares Global Tech ETF
IXN
$6.43B
$142K ﹤0.01%
1,354
-95
TPH icon
1357
Tri Pointe Homes
TPH
$3.92B
$142K ﹤0.01%
4,512
+20
SWKS icon
1358
Skyworks Solutions
SWKS
$8.42B
$142K ﹤0.01%
2,235
+51
JBSS icon
1359
John B. Sanfilippo & Son
JBSS
$898M
$141K ﹤0.01%
2,002
+2
CAVA icon
1360
CAVA Group
CAVA
$9.47B
$141K ﹤0.01%
2,406
-168
IP icon
1361
International Paper
IP
$19.8B
$141K ﹤0.01%
3,573
-3,066
QYLD icon
1362
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.32B
$140K ﹤0.01%
7,913
-5,953
TCAF icon
1363
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$6.27B
$140K ﹤0.01%
3,656
+1,397
RDN icon
1364
Radian Group
RDN
$4.43B
$139K ﹤0.01%
3,852
+62
IXC icon
1365
iShares Global Energy ETF
IXC
$2.32B
$138K ﹤0.01%
3,302
-21
EFAV icon
1366
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.48B
$138K ﹤0.01%
1,596
-69
CM icon
1367
Canadian Imperial Bank of Commerce
CM
$89.7B
$138K ﹤0.01%
1,519
BWA icon
1368
BorgWarner
BWA
$10.9B
$137K ﹤0.01%
3,051
-760
REG icon
1369
Regency Centers
REG
$14.1B
$137K ﹤0.01%
1,991
-547
TYG
1370
Tortoise Energy Infrastructure Corp
TYG
$1.04B
$137K ﹤0.01%
3,352
-474
TRMB icon
1371
Trimble
TRMB
$15.5B
$137K ﹤0.01%
1,745
+730
MGY icon
1372
Magnolia Oil & Gas
MGY
$5.27B
$136K ﹤0.01%
6,218
+44
MTG icon
1373
MGIC Investment
MTG
$5.53B
$136K ﹤0.01%
4,647
+991
SKY icon
1374
Champion Homes
SKY
$4.32B
$136K ﹤0.01%
1,605
-159
MP icon
1375
MP Materials
MP
$10.7B
$135K ﹤0.01%
2,674
-368
53 54
55
56 57