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
HAE icon
1601
Haemonetics
HAE
$2.76B
$82.4K ﹤0.01%
1,028
-66
Z icon
1602
Zillow
Z
$9.9B
$81.5K ﹤0.01%
1,194
-176
CGXU icon
1603
Capital Group International Focus Equity ETF
CGXU
$4.77B
$81.4K ﹤0.01%
2,756
+436
FWONA icon
1604
Liberty Media Series A
FWONA
$19.4B
$81.2K ﹤0.01%
909
-641
QQEW icon
1605
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.66B
$81.2K ﹤0.01%
571
ACWV icon
1606
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.43B
$80.9K ﹤0.01%
681
-1,161
NXT icon
1607
Nextpower Inc
NXT
$17.2B
$80.6K ﹤0.01%
925
+262
YEXT icon
1608
Yext
YEXT
$647M
$80.4K ﹤0.01%
9,981
NTNX icon
1609
Nutanix
NTNX
$10.4B
$80.4K ﹤0.01%
1,556
+330
VOTE icon
1610
TCW Transform 500 ETF
VOTE
$957M
$80.2K ﹤0.01%
1,000
IPAC icon
1611
iShares Core MSCI Pacific ETF
IPAC
$2.35B
$80K ﹤0.01%
1,093
-217
SIBN icon
1612
SI-BONE Inc
SIBN
$610M
$79.9K ﹤0.01%
4,054
-100
ASH icon
1613
Ashland
ASH
$2.33B
$79.4K ﹤0.01%
1,354
-744
ARKB icon
1614
ARK 21Shares Bitcoin ETF
ARKB
$1.13B
$79.3K ﹤0.01%
2,732
+2,504
SPAB icon
1615
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.03B
$79K ﹤0.01%
3,067
PCG icon
1616
PG&E
PCG
$39.7B
$78.9K ﹤0.01%
4,911
-4,339
CF icon
1617
CF Industries
CF
$20.9B
$78.7K ﹤0.01%
1,017
-485
INSP icon
1618
Inspire Medical Systems
INSP
$1.67B
$78.6K ﹤0.01%
852
+17
HMC icon
1619
Honda
HMC
$33.9B
$78.4K ﹤0.01%
2,659
-18
EUAD
1620
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.42B
$77.9K ﹤0.01%
1,850
-4,914
AMRZ
1621
Amrize Ltd
AMRZ
$31.1B
$76.8K ﹤0.01%
1,419
+835
TIGO icon
1622
Millicom
TIGO
$11.9B
$76.7K ﹤0.01%
1,383
+2
CLSK icon
1623
CleanSpark
CLSK
$2.44B
$76.7K ﹤0.01%
7,576
+4,571
ZM icon
1624
Zoom
ZM
$22.1B
$76.4K ﹤0.01%
885
+275
AOR icon
1625
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.24B
$75.5K ﹤0.01%
1,161
+2
63 64
65
66 67