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
ETW
1476
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$981M
$108K ﹤0.01%
11,758
+252
LEN.B icon
1477
Lennar Class B
LEN.B
$21.7B
$108K ﹤0.01%
1,139
+411
GQRE icon
1478
FlexShares Global Quality Real Estate Index Fund
GQRE
$350M
$108K ﹤0.01%
1,837
+409
APA icon
1479
APA Corp
APA
$11.9B
$108K ﹤0.01%
4,418
+953
NXST icon
1480
Nexstar Media Group
NXST
$7.25B
$108K ﹤0.01%
532
+140
UDR icon
1481
UDR
UDR
$11.8B
$108K ﹤0.01%
2,944
-1,194
STWD icon
1482
Starwood Property Trust
STWD
$6.54B
$108K ﹤0.01%
5,993
+50
BKLC icon
1483
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.15B
$107K ﹤0.01%
+817
IEF icon
1484
iShares 7-10 Year Treasury Bond ETF
IEF
$47.9B
$107K ﹤0.01%
1,111
+738
NMT icon
1485
Nuveen Massachusetts Quality Municipal Income Fund
NMT
$119M
$107K ﹤0.01%
+9,427
ENVX icon
1486
Enovix
ENVX
$1.07B
$106K ﹤0.01%
14,542
+725
GMED icon
1487
Globus Medical
GMED
$11.4B
$106K ﹤0.01%
1,217
+323
GSIE icon
1488
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.11B
$106K ﹤0.01%
2,467
OTTR icon
1489
Otter Tail
OTTR
$3.58B
$106K ﹤0.01%
1,310
+10
AIT icon
1490
Applied Industrial Technologies
AIT
$9.69B
$105K ﹤0.01%
410
+61
PCY icon
1491
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.43B
$105K ﹤0.01%
4,850
WYNN icon
1492
Wynn Resorts
WYNN
$10.3B
$104K ﹤0.01%
868
-516
AVEM icon
1493
Avantis Emerging Markets Equity ETF
AVEM
$20B
$104K ﹤0.01%
1,356
+140
CG icon
1494
Carlyle Group
CG
$16.2B
$104K ﹤0.01%
1,759
-495
OSBC icon
1495
Old Second Bancorp
OSBC
$1.03B
$104K ﹤0.01%
5,320
TAP icon
1496
Molson Coors Class B
TAP
$8.21B
$104K ﹤0.01%
2,222
-322
FNF icon
1497
Fidelity National Financial
FNF
$12.6B
$104K ﹤0.01%
1,897
-210
TWLO icon
1498
Twilio
TWLO
$19B
$103K ﹤0.01%
726
+202
BFAM icon
1499
Bright Horizons
BFAM
$4.3B
$103K ﹤0.01%
1,018
+108
HSIC icon
1500
Henry Schein
HSIC
$8.6B
$102K ﹤0.01%
1,353
-1,907
58 59
60
61 62