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
CHY
1676
Calamos Convertible and High Income Fund
CHY
$919M
$65.9K ﹤0.01%
5,829
+3,921
NGD
1677
New Gold Inc
NGD
$8.49B
$65.3K ﹤0.01%
7,500
FHLC icon
1678
Fidelity MSCI Health Care Index ETF
FHLC
$2.83B
$65.3K ﹤0.01%
879
-2
GUNR icon
1679
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.4B
$65.1K ﹤0.01%
1,419
-14
ATMU icon
1680
Atmus Filtration Technologies
ATMU
$4.64B
$65K ﹤0.01%
1,252
+920
CWST icon
1681
Casella Waste Systems
CWST
$5.76B
$64.8K ﹤0.01%
662
+211
SM icon
1682
SM Energy
SM
$6.07B
$64.7K ﹤0.01%
3,459
-379
OSW icon
1683
OneSpaWorld
OSW
$2.08B
$64.5K ﹤0.01%
3,109
-1,000
IAI icon
1684
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.57B
$64.4K ﹤0.01%
359
KB icon
1685
KB Financial Group
KB
$35.6B
$64.3K ﹤0.01%
747
LIT icon
1686
Global X Lithium & Battery Tech ETF
LIT
$1.68B
$64.2K ﹤0.01%
989
-33
QLYS icon
1687
Qualys
QLYS
$3.46B
$63.9K ﹤0.01%
481
+172
XYLD icon
1688
Global X S&P 500 Covered Call ETF
XYLD
$3.11B
$63.9K ﹤0.01%
1,573
-1,983
FDRR icon
1689
Fidelity Dividend ETF for Rising Rates
FDRR
$655M
$63.8K ﹤0.01%
1,046
OR icon
1690
OR Royalties Inc
OR
$7.88B
$63.7K ﹤0.01%
1,800
FEX icon
1691
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.39B
$63.4K ﹤0.01%
534
+2
PR icon
1692
Permian Resources
PR
$15.5B
$63.3K ﹤0.01%
4,513
+1,841
IETC icon
1693
iShares US Tech Independence Focused ETF
IETC
$762M
$63.3K ﹤0.01%
623
PSI icon
1694
Invesco Semiconductors ETF
PSI
$1.22B
$62.7K ﹤0.01%
795
BBOT
1695
BridgeBio Oncology
BBOT
$730M
$62.6K ﹤0.01%
+5,000
DXJ icon
1696
WisdomTree Japan Hedged Equity Fund
DXJ
$6.15B
$62.6K ﹤0.01%
434
+28
ADPT icon
1697
Adaptive Biotechnologies
ADPT
$1.92B
$62.4K ﹤0.01%
3,845
INCY icon
1698
Incyte
INCY
$18.3B
$62.3K ﹤0.01%
631
-95
GUSE
1699
Goldman Sachs Enhanced U.S. Equity ETF
GUSE
$326M
$62.3K ﹤0.01%
+1,539
GRNY
1700
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.01B
$61.9K ﹤0.01%
2,500
66 67
68
69 70