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
VWAV
1551
VisionWave Holdings
VWAV
$146M
$93.1K ﹤0.01%
+10,050
CAPL icon
1552
CrossAmerica Partners
CAPL
$845M
$92.7K ﹤0.01%
4,500
PDN icon
1553
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$369M
$92.4K ﹤0.01%
2,191
-602
FLQM icon
1554
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.69B
$92.3K ﹤0.01%
1,640
SATS icon
1555
EchoStar
SATS
$31.1B
$92K ﹤0.01%
+846
ICHR icon
1556
Ichor Holdings
ICHR
$1.44B
$91.7K ﹤0.01%
4,975
+8
IYK icon
1557
iShares US Consumer Staples ETF
IYK
$1.27B
$91.6K ﹤0.01%
1,368
+9
ILCG icon
1558
iShares Morningstar Growth ETF
ILCG
$2.76B
$91.6K ﹤0.01%
880
INFY icon
1559
Infosys
INFY
$54.4B
$91.5K ﹤0.01%
5,135
DIOD icon
1560
Diodes
DIOD
$2.83B
$91.4K ﹤0.01%
1,853
+11
VEGN icon
1561
US Vegan Climate ETF
VEGN
$132M
$91.2K ﹤0.01%
1,500
TDS icon
1562
Telephone and Data Systems
TDS
$4.97B
$91.2K ﹤0.01%
+2,224
HYGH icon
1563
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$451M
$91.1K ﹤0.01%
1,057
+13
AMTM
1564
Amentum Holdings
AMTM
$6.83B
$91K ﹤0.01%
3,139
-2,161
JAAA icon
1565
Janus Henderson AAA CLO ETF
JAAA
$27.1B
$90.8K ﹤0.01%
1,796
-621
JPUS
1566
JPMorgan Diversified Return US Equity ETF
JPUS
$406M
$90.6K ﹤0.01%
+731
BPRE
1567
Bluerock Private Real Estate Fund
BPRE
$89.8K ﹤0.01%
+5,985
BJ icon
1568
BJs Wholesale Club
BJ
$12.9B
$89.6K ﹤0.01%
995
+176
LION icon
1569
Lionsgate Studios
LION
$2.86B
$89.5K ﹤0.01%
9,800
+4,267
INDY icon
1570
iShares S&P India Nifty 50 Index Fund
INDY
$586M
$89.4K ﹤0.01%
1,814
UMAC icon
1571
Unusual Machines
UMAC
$844M
$89.2K ﹤0.01%
7,000
MQT
1572
DELISTED
BlackRock MuniYield Quality Fund II
MQT
$89.1K ﹤0.01%
8,861
FHN icon
1573
First Horizon
FHN
$10.7B
$88.6K ﹤0.01%
3,706
-1,716
BBEU icon
1574
JPMorgan BetaBuilders Europe ETF
BBEU
$8.65B
$88.5K ﹤0.01%
1,208
+610
IVES
1575
Dan IVES Wedbush AI Revolution ETF
IVES
$917M
$88.5K ﹤0.01%
2,800
+145
61 62
63
64 65