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
LCTU icon
1501
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.4B
$102K ﹤0.01%
+1,375
IBN icon
1502
ICICI Bank
IBN
$96B
$102K ﹤0.01%
3,416
-119
DFIS icon
1503
Dimensional International Small Cap ETF
DFIS
$5.15B
$102K ﹤0.01%
3,087
+2,525
JMTG
1504
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.51B
$102K ﹤0.01%
1,990
+261
HLN icon
1505
Haleon
HLN
$44.9B
$102K ﹤0.01%
10,044
-7,862
LEA icon
1506
Lear
LEA
$5.87B
$102K ﹤0.01%
886
-419
NLY icon
1507
Annaly Capital Management
NLY
$15.8B
$101K ﹤0.01%
4,514
+1,655
BL icon
1508
BlackLine
BL
$2.12B
$101K ﹤0.01%
1,823
-5
CLOZ icon
1509
Panagram BBB-B CLO ETF
CLOZ
$594M
$100K ﹤0.01%
3,793
+71
DVAX
1510
DELISTED
Dynavax Technologies
DVAX
$100K ﹤0.01%
6,524
+24
FCF icon
1511
First Commonwealth Financial
FCF
$1.72B
$100K ﹤0.01%
5,933
+24
GPI icon
1512
Group 1 Automotive
GPI
$3.59B
$99.9K ﹤0.01%
254
+11
CIEN icon
1513
Ciena
CIEN
$47.6B
$99.6K ﹤0.01%
426
+275
CIGI icon
1514
Colliers International
CIGI
$5.42B
$99.6K ﹤0.01%
677
CRSP icon
1515
CRISPR Therapeutics
CRSP
$4.69B
$99.5K ﹤0.01%
1,898
-183
KBWB icon
1516
Invesco KBW Bank ETF
KBWB
$5.09B
$99.4K ﹤0.01%
1,179
+79
KVUE icon
1517
Kenvue
KVUE
$33.3B
$99.2K ﹤0.01%
5,751
-637
CIVI
1518
DELISTED
Civitas Resources
CIVI
$98.9K ﹤0.01%
3,650
-938
AVNT icon
1519
Avient
AVNT
$3.16B
$98.4K ﹤0.01%
3,150
+168
SJNK icon
1520
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.95B
$98.2K ﹤0.01%
3,880
-396
USLM icon
1521
United States Lime & Minerals
USLM
$3.34B
$98.2K ﹤0.01%
820
LNTH icon
1522
Lantheus
LNTH
$5.2B
$98.1K ﹤0.01%
1,474
+143
EWW icon
1523
iShares MSCI Mexico ETF
EWW
$2.34B
$98.1K ﹤0.01%
1,414
+22
PDT
1524
John Hancock Premium Dividend Fund
PDT
$647M
$97.8K ﹤0.01%
7,699
+7,462
PCN
1525
PIMCO Corporate & Income Strategy Fund
PCN
$864M
$97.7K ﹤0.01%
7,660
59 60
61
62 63