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
WEN icon
1376
Wendy's
WEN
$1.36B
$135K ﹤0.01%
16,203
-8,191
ICLN icon
1377
iShares Global Clean Energy ETF
ICLN
$2.15B
$134K ﹤0.01%
8,161
+1,670
BIV icon
1378
Vanguard Intermediate-Term Bond ETF
BIV
$28.2B
$133K ﹤0.01%
1,709
+178
UEC icon
1379
Uranium Energy
UEC
$6.73B
$133K ﹤0.01%
11,357
XLG icon
1380
Invesco S&P 500 Top 50 ETF
XLG
$11.2B
$133K ﹤0.01%
2,236
+141
ALIT icon
1381
Alight
ALIT
$480M
$132K ﹤0.01%
+67,932
LASR icon
1382
nLIGHT
LASR
$3.54B
$132K ﹤0.01%
+3,531
TSN icon
1383
Tyson Foods
TSN
$21.5B
$132K ﹤0.01%
2,254
+392
VTES icon
1384
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.75B
$132K ﹤0.01%
1,298
WBS icon
1385
Webster Financial
WBS
$11B
$131K ﹤0.01%
2,083
+826
BTCO icon
1386
Invesco Galaxy Bitcoin ETF
BTCO
$566M
$131K ﹤0.01%
1,500
PPLT icon
1387
abrdn Physical Platinum Shares ETF
PPLT
$3.03B
$131K ﹤0.01%
700
-300
SIGA icon
1388
SIGA Technologies
SIGA
$388M
$130K ﹤0.01%
21,316
HRMY icon
1389
Harmony Biosciences
HRMY
$1.61B
$130K ﹤0.01%
3,477
-16,756
DFE icon
1390
WisdomTree Europe SmallCap Dividend Fund
DFE
$160M
$129K ﹤0.01%
1,800
RIV
1391
RiverNorth Opportunities Fund
RIV
$311M
$129K ﹤0.01%
11,000
-300
BG icon
1392
Bunge Global
BG
$24.2B
$129K ﹤0.01%
1,448
-687
EWD icon
1393
iShares MSCI Sweden ETF
EWD
$322M
$129K ﹤0.01%
+2,616
NTST
1394
NETSTREIT Corp
NTST
$2.2B
$129K ﹤0.01%
7,299
FERG icon
1395
Ferguson
FERG
$44.3B
$128K ﹤0.01%
577
-498
PEGA icon
1396
Pegasystems
PEGA
$7.21B
$128K ﹤0.01%
2,151
+25
CGGR icon
1397
Capital Group Growth ETF
CGGR
$19.7B
$128K ﹤0.01%
2,888
+661
BCO icon
1398
Brink's
BCO
$4.45B
$128K ﹤0.01%
1,094
-504
BBWI icon
1399
Bath & Body Works
BBWI
$3.9B
$127K ﹤0.01%
6,345
+229
MWA icon
1400
Mueller Water Products
MWA
$4.33B
$127K ﹤0.01%
5,330
+3,238
54 55
56
57 58