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
ROCK icon
1576
Gibraltar Industries
ROCK
$1.25B
$88.4K ﹤0.01%
1,789
+7
NFRA icon
1577
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.01B
$88.3K ﹤0.01%
1,459
SHV icon
1578
iShares 0-1 Year Treasury Bond ETF
SHV
$20B
$88.2K ﹤0.01%
801
+5
RELX icon
1579
RELX
RELX
$61.4B
$88.2K ﹤0.01%
2,183
-832
RNR icon
1580
RenaissanceRe
RNR
$12.7B
$87.2K ﹤0.01%
310
+176
BEAM icon
1581
Beam Therapeutics
BEAM
$2.61B
$87.2K ﹤0.01%
3,144
+1,000
INO icon
1582
Inovio Pharmaceuticals
INO
$115M
$87K ﹤0.01%
50,000
+49,986
ANIX icon
1583
Anixa Biosciences
ANIX
$95.5M
$86.9K ﹤0.01%
27,865
+12,265
NUKZ icon
1584
Range Nuclear Renaissance Index ETF
NUKZ
$821M
$86.8K ﹤0.01%
1,367
+513
TCBI icon
1585
Texas Capital Bancshares
TCBI
$4.08B
$86.7K ﹤0.01%
958
-526
GDLC
1586
Grayscale CoinDesk Crypto 5 ETF
GDLC
$390M
$86.6K ﹤0.01%
2,096
EMBC icon
1587
Embecta
EMBC
$522M
$86.5K ﹤0.01%
7,280
-76
STNG icon
1588
Scorpio Tankers
STNG
$3.49B
$86.3K ﹤0.01%
1,698
HUT
1589
Hut 8
HUT
$5.38B
$86.2K ﹤0.01%
1,876
+34
BF.B icon
1590
Brown-Forman Class B
BF.B
$10.6B
$86K ﹤0.01%
3,299
+94
EXG icon
1591
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.78B
$85K ﹤0.01%
8,920
+102
AHR icon
1592
American Healthcare REIT
AHR
$9.8B
$84.7K ﹤0.01%
1,799
-73
DSTL icon
1593
Distillate US Fundamental Stability & Value ETF
DSTL
$1.83B
$84.5K ﹤0.01%
+1,434
HRTG icon
1594
Heritage Insurance Holdings
HRTG
$870M
$84K ﹤0.01%
2,870
CVSA
1595
Covista Inc.
CVSA
$3.58B
$83.6K ﹤0.01%
808
+8
AIR icon
1596
AAR Corp
AIR
$4.11B
$83.5K ﹤0.01%
+1,009
IIIV icon
1597
i3 Verticals
IIIV
$508M
$83K ﹤0.01%
3,293
+28
FTCS icon
1598
First Trust Capital Strength ETF
FTCS
$8B
$82.9K ﹤0.01%
896
-1,575
KMPR icon
1599
Kemper
KMPR
$1.71B
$82.8K ﹤0.01%
2,043
+10
PFSI icon
1600
PennyMac Financial
PFSI
$4.41B
$82.8K ﹤0.01%
628
62 63
64
65 66