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
TRUP icon
1451
Trupanion
TRUP
$1.08B
$113K ﹤0.01%
3,025
+8
NEU icon
1452
NewMarket
NEU
$5.51B
$113K ﹤0.01%
164
+152
IFF icon
1453
International Flavors & Fragrances
IFF
$17.9B
$113K ﹤0.01%
1,670
-670
GEOS icon
1454
Geospace Technologies
GEOS
$156M
$112K ﹤0.01%
6,650
-350
IOT icon
1455
Samsara
IOT
$18.2B
$112K ﹤0.01%
3,163
+2,611
HAP icon
1456
VanEck Natural Resources ETF
HAP
$288M
$112K ﹤0.01%
1,858
FONR icon
1457
Fonar
FONR
$116M
$111K ﹤0.01%
6,000
TWN
1458
Taiwan Fund
TWN
$354M
$111K ﹤0.01%
2,085
ROBO icon
1459
ROBO Global Robotics & Automation Index ETF
ROBO
$1.58B
$111K ﹤0.01%
1,602
+55
INSM icon
1460
Insmed
INSM
$29.9B
$111K ﹤0.01%
638
+459
IGE icon
1461
iShares North American Natural Resources ETF
IGE
$887M
$111K ﹤0.01%
+2,209
CTSO icon
1462
Cytosorbents Corp
CTSO
$44.1M
$110K ﹤0.01%
172,649
QEFA icon
1463
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.02B
$110K ﹤0.01%
1,217
+226
NVCT icon
1464
Nuvectis Pharma
NVCT
$240M
$110K ﹤0.01%
+14,574
PB icon
1465
Prosperity Bancshares
PB
$6.64B
$110K ﹤0.01%
1,592
+293
SNAP icon
1466
Snap
SNAP
$7.9B
$110K ﹤0.01%
13,574
+524
FVD icon
1467
First Trust Value Line Dividend Fund
FVD
$8.29B
$110K ﹤0.01%
2,377
PYLD icon
1468
PIMCO Multi Sector Bond Active ETF
PYLD
$12.3B
$109K ﹤0.01%
+4,103
ALG icon
1469
Alamo Group
ALG
$2.07B
$109K ﹤0.01%
652
+2
LVHI icon
1470
Franklin International Low Volatility High Dividend Index ETF
LVHI
$4.54B
$109K ﹤0.01%
+2,970
TXNM
1471
TXNM Energy Inc
TXNM
$6.39B
$109K ﹤0.01%
1,857
+311
MSM icon
1472
MSC Industrial Direct
MSM
$5.06B
$109K ﹤0.01%
1,299
+8
BILS icon
1473
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.9B
$109K ﹤0.01%
1,100
ATI icon
1474
ATI
ATI
$20.3B
$109K ﹤0.01%
950
+180
SURG icon
1475
SurgePays
SURG
$21.2M
$109K ﹤0.01%
65,000
-10,000
57 58
59
60 61