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
TMHC icon
1651
Taylor Morrison
TMHC
$5.67B
$70.6K ﹤0.01%
1,200
+84
DOC icon
1652
Healthpeak Properties
DOC
$11.7B
$70.1K ﹤0.01%
4,360
-491
FDN icon
1653
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.81B
$70K ﹤0.01%
260
BHF icon
1654
Brighthouse Financial
BHF
$3.45B
$69.7K ﹤0.01%
1,076
+76
LECO icon
1655
Lincoln Electric
LECO
$14.3B
$69.5K ﹤0.01%
290
-240
IYG icon
1656
iShares US Financial Services ETF
IYG
$1.86B
$69.2K ﹤0.01%
+750
ARWR icon
1657
Arrowhead Research
ARWR
$7.7B
$68.6K ﹤0.01%
1,033
+33
SPH icon
1658
Suburban Propane Partners
SPH
$1.37B
$68.6K ﹤0.01%
3,698
GKAT
1659
Scharf Global Opportunity ETF
GKAT
$150M
$68.5K ﹤0.01%
1,674
USXF icon
1660
iShares ESG Advanced MSCI USA ETF
USXF
$1.19B
$68.3K ﹤0.01%
+1,187
IBDS icon
1661
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.73B
$67.8K ﹤0.01%
2,791
+337
SUSC icon
1662
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.37B
$67.7K ﹤0.01%
2,896
+2,810
FR icon
1663
First Industrial Realty Trust
FR
$7.98B
$67.7K ﹤0.01%
1,182
+24
CNM icon
1664
Core & Main
CNM
$8.99B
$67.5K ﹤0.01%
1,298
+341
VIOO icon
1665
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.3B
$67.4K ﹤0.01%
607
FQAL icon
1666
Fidelity Quality Factor ETF
FQAL
$1.14B
$67.3K ﹤0.01%
890
HSBC icon
1667
HSBC
HSBC
$282B
$67.2K ﹤0.01%
854
-2,606
AMG icon
1668
Affiliated Managers Group
AMG
$7.22B
$67.2K ﹤0.01%
233
+203
GLXY
1669
Galaxy Digital Inc
GLXY
$3.93B
$67.2K ﹤0.01%
3,004
-9,996
MSGE icon
1670
Madison Square Garden
MSGE
$2.67B
$66.8K ﹤0.01%
1,239
+1,202
SPSB icon
1671
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.9B
$66.5K ﹤0.01%
2,203
+334
NLR icon
1672
VanEck Uranium + Nuclear Energy ETF
NLR
$4.76B
$66.2K ﹤0.01%
533
+431
PFLT icon
1673
PennantPark Floating Rate Capital
PFLT
$798M
$66K ﹤0.01%
7,122
HST icon
1674
Host Hotels & Resorts
HST
$12.9B
$66K ﹤0.01%
3,722
-3,595
MAGS icon
1675
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.49B
$66K ﹤0.01%
1,000
-800
65 66
67
68 69