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
CPB icon
1401
Campbell Soup
CPB
$6.58B
$127K ﹤0.01%
4,554
+1,236
ILF icon
1402
iShares Latin America 40 ETF
ILF
$4.07B
$127K ﹤0.01%
4,163
+3,563
IOO icon
1403
iShares Global 100 ETF
IOO
$7.8B
$127K ﹤0.01%
1,000
TY icon
1404
TRI-Continental Corp
TY
$1.68B
$127K ﹤0.01%
3,876
ASEA icon
1405
Global X FTSE Southeast Asia ETF
ASEA
$92.4M
$126K ﹤0.01%
+6,900
SLF icon
1406
Sun Life Financial
SLF
$34.8B
$125K ﹤0.01%
2,000
-203
R icon
1407
Ryder
R
$7.46B
$125K ﹤0.01%
651
+216
ENOR icon
1408
iShares MSCI Norway ETF
ENOR
$64.4M
$124K ﹤0.01%
+4,325
BKGI icon
1409
BNY Mellon Global Infrastructure Income ETF
BKGI
$734M
$124K ﹤0.01%
3,084
+2,584
PDD icon
1410
Pinduoduo
PDD
$144B
$124K ﹤0.01%
1,092
RAMP icon
1411
LiveRamp
RAMP
$1.81B
$124K ﹤0.01%
4,207
+15
SOXX icon
1412
iShares Semiconductor ETF
SOXX
$21.1B
$124K ﹤0.01%
410
-183
FMC icon
1413
FMC
FMC
$1.82B
$123K ﹤0.01%
8,899
-2,982
SOUN icon
1414
SoundHound AI
SOUN
$3.18B
$123K ﹤0.01%
12,348
+10,141
PFFD icon
1415
Global X US Preferred ETF
PFFD
$2.19B
$123K ﹤0.01%
6,510
SCHR icon
1416
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.6B
$122K ﹤0.01%
4,881
-6,086
BNT
1417
Brookfield Wealth Solutions
BNT
$10.2B
$122K ﹤0.01%
2,658
-2
SNEX icon
1418
StoneX
SNEX
$5.55B
$122K ﹤0.01%
1,280
+11
FDHY icon
1419
Fidelity High Yield Factor ETF
FDHY
$517M
$121K ﹤0.01%
2,461
HAL icon
1420
Halliburton
HAL
$29.4B
$121K ﹤0.01%
4,292
-2,296
VSEC icon
1421
VSE Corp
VSEC
$5.61B
$121K ﹤0.01%
702
-8
SPTM icon
1422
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.9B
$121K ﹤0.01%
1,467
+18
ALLE icon
1423
Allegion
ALLE
$12.6B
$121K ﹤0.01%
758
-508
UTF icon
1424
Cohen & Steers Infrastructure Fund
UTF
$2.53B
$120K ﹤0.01%
4,988
+40
XAR icon
1425
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.06B
$120K ﹤0.01%
498
-5
55 56
57
58 59