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
EVR icon
1526
Evercore
EVR
$10.6B
$97.7K ﹤0.01%
287
-252
OCUL icon
1527
Ocular Therapeutix
OCUL
$1.93B
$97.6K ﹤0.01%
8,040
IDEV icon
1528
iShares Core MSCI International Developed Markets ETF
IDEV
$27.7B
$97.6K ﹤0.01%
1,183
-3,418
JLL icon
1529
Jones Lang LaSalle
JLL
$13.8B
$96.6K ﹤0.01%
287
+59
FN icon
1530
Fabrinet
FN
$18.4B
$96.1K ﹤0.01%
211
+86
PETS icon
1531
PetMed Express
PETS
$52M
$96K ﹤0.01%
30,000
HEI.A icon
1532
HEICO Corp Class A
HEI.A
$31.1B
$95.9K ﹤0.01%
380
-120
IYC icon
1533
iShares US Consumer Discretionary ETF
IYC
$1.19B
$95.7K ﹤0.01%
928
CPRX icon
1534
Catalyst Pharmaceutical
CPRX
$2.86B
$95.5K ﹤0.01%
4,091
-1,437
ZBRA icon
1535
Zebra Technologies
ZBRA
$10B
$95.2K ﹤0.01%
392
-80
DCO icon
1536
Ducommun
DCO
$1.88B
$95.1K ﹤0.01%
+1,000
MTH icon
1537
Meritage Homes
MTH
$4.19B
$95.1K ﹤0.01%
1,445
+16
LBRDA icon
1538
Liberty Broadband Class A
LBRDA
$7.18B
$95K ﹤0.01%
1,968
-653
VNT icon
1539
Vontier
VNT
$5.13B
$94.8K ﹤0.01%
2,550
-1,429
BUFR icon
1540
FT Vest Fund of Buffer ETFs
BUFR
$8.55B
$94.6K ﹤0.01%
2,762
-4,708
NYT icon
1541
New York Times
NYT
$12.6B
$94.6K ﹤0.01%
1,363
-1,232
EPAC icon
1542
Enerpac Tool Group
EPAC
$1.89B
$94.5K ﹤0.01%
2,470
+12
EWBC icon
1543
East-West Bancorp
EWBC
$14.6B
$94K ﹤0.01%
836
-542
QCRH icon
1544
QCR Holdings
QCRH
$1.37B
$93.7K ﹤0.01%
1,125
WMS icon
1545
Advanced Drainage Systems
WMS
$10.8B
$93.7K ﹤0.01%
647
+33
SMMD icon
1546
iShares Russell 2500 ETF
SMMD
$2.3B
$93.4K ﹤0.01%
1,247
+157
EEMV icon
1547
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.2B
$93.2K ﹤0.01%
1,455
+268
FNCL icon
1548
Fidelity MSCI Financials Index ETF
FNCL
$2.19B
$93.1K ﹤0.01%
1,197
MGM icon
1549
MGM Resorts International
MGM
$9.29B
$93.1K ﹤0.01%
2,551
+274
PFGC icon
1550
Performance Food Group
PFGC
$13.7B
$93.1K ﹤0.01%
1,035
-69
60 61
62
63 64