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
CMA
1626
DELISTED
Comerica
CMA
$75.2K ﹤0.01%
865
-647
CVNA icon
1627
Carvana
CVNA
$41.8B
$75.1K ﹤0.01%
178
+106
MGEE icon
1628
MGE Energy Inc
MGEE
$2.7B
$74.7K ﹤0.01%
952
+12
KBH icon
1629
KB Home
KBH
$3.36B
$74.3K ﹤0.01%
1,317
-911
DB icon
1630
Deutsche Bank
DB
$56.2B
$74.3K ﹤0.01%
1,926
-908
LW icon
1631
Lamb Weston
LW
$5.62B
$73.9K ﹤0.01%
1,765
-1,510
FLY
1632
Firefly Aerospace
FLY
$3.7B
$73.8K ﹤0.01%
3,300
+2,400
STRL icon
1633
Sterling Infrastructure
STRL
$12.4B
$73.5K ﹤0.01%
240
+54
WTAI icon
1634
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$365M
$73.5K ﹤0.01%
2,521
+966
THC icon
1635
Tenet Healthcare
THC
$19.5B
$73.1K ﹤0.01%
368
-145
VCLT icon
1636
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.53B
$72.8K ﹤0.01%
960
-13
NCLH icon
1637
Norwegian Cruise Line
NCLH
$8.86B
$72.4K ﹤0.01%
3,245
-6,262
SPXL icon
1638
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$5.05B
$72.4K ﹤0.01%
328
EAGG icon
1639
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.56B
$71.8K ﹤0.01%
+1,501
OMCL icon
1640
Omnicell
OMCL
$1.59B
$71.8K ﹤0.01%
1,585
-285
TMFC icon
1641
Motley Fool 100 Index ETF
TMFC
$1.85B
$71.8K ﹤0.01%
1,000
NWG icon
1642
NatWest
NWG
$61B
$71.6K ﹤0.01%
4,094
+1,762
SDRL icon
1643
Seadrill
SDRL
$2.63B
$71.6K ﹤0.01%
2,068
+40
KYN icon
1644
Kayne Anderson Energy Infrastructure Fund
KYN
$2.4B
$71.5K ﹤0.01%
5,778
+38
ULS icon
1645
UL Solutions
ULS
$16.8B
$71.3K ﹤0.01%
904
+479
OLLI icon
1646
Ollie's Bargain Outlet
OLLI
$6.43B
$71.2K ﹤0.01%
650
-48
CZNC icon
1647
Citizens & Northern Corp
CZNC
$386M
$71.2K ﹤0.01%
3,532
ESGD icon
1648
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.8B
$71.2K ﹤0.01%
749
+182
USA icon
1649
Liberty All-Star Equity Fund
USA
$1.67B
$71.1K ﹤0.01%
11,325
DFAS icon
1650
Dimensional US Small Cap ETF
DFAS
$12.5B
$71K ﹤0.01%
1,019
64 65
66
67 68