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
DBP icon
1701
Invesco DB Precious Metals Fund
DBP
$313M
$61.7K ﹤0.01%
600
MHO icon
1702
M/I Homes
MHO
$3.31B
$61.5K ﹤0.01%
481
+6
RGTI icon
1703
Rigetti Computing
RGTI
$5.34B
$61.4K ﹤0.01%
2,774
+781
EMBJ
1704
Embraer S.A. ADS
EMBJ
$10.2B
$61.3K ﹤0.01%
952
-3
PTNQ icon
1705
Pacer Trendpilot 100 ETF
PTNQ
$1.21B
$61.1K ﹤0.01%
777
IESC icon
1706
IES Holdings
IESC
$8.68B
$60.7K ﹤0.01%
156
+145
TLH icon
1707
iShares 10-20 Year Treasury Bond ETF
TLH
$12.4B
$60.5K ﹤0.01%
595
-330
AWR icon
1708
American States Water
AWR
$2.91B
$60.3K ﹤0.01%
832
+53
IBP icon
1709
Installed Building Products
IBP
$7.34B
$60.2K ﹤0.01%
232
+8
ICVT icon
1710
iShares Convertible Bond ETF
ICVT
$5.37B
$60.1K ﹤0.01%
610
+376
HEFA icon
1711
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.92B
$59.8K ﹤0.01%
1,445
+500
ETHA
1712
iShares Ethereum Trust ETF
ETHA
$6.9B
$59.7K ﹤0.01%
2,663
+44
CPT icon
1713
Camden Property Trust
CPT
$10.5B
$59.6K ﹤0.01%
541
+65
GTY
1714
Getty Realty Corp
GTY
$1.98B
$59.4K ﹤0.01%
2,172
+12
JMUB icon
1715
JPMorgan Municipal ETF
JMUB
$7.03B
$59.2K ﹤0.01%
1,173
+1,095
SITE icon
1716
SiteOne Landscape Supply
SITE
$5.79B
$59.2K ﹤0.01%
475
+6
PLYM
1717
DELISTED
Plymouth Industrial REIT
PLYM
$59.1K ﹤0.01%
2,701
POOL icon
1718
Pool Corp
POOL
$7.51B
$58.8K ﹤0.01%
257
-141
DT icon
1719
Dynatrace
DT
$11.3B
$58.7K ﹤0.01%
1,354
-437
ROIV icon
1720
Roivant Sciences
ROIV
$20.4B
$58.6K ﹤0.01%
2,700
+2,665
CHWY icon
1721
Chewy
CHWY
$10.2B
$58.5K ﹤0.01%
1,769
+113
DOCU
1722
DocuSign
DOCU
$9.31B
$58.4K ﹤0.01%
854
+460
CHE icon
1723
Chemed
CHE
$5.5B
$58.2K ﹤0.01%
136
-32
CGMU icon
1724
Capital Group Municipal Income ETF
CGMU
$5.38B
$58K ﹤0.01%
2,120
RLI icon
1725
RLI Corp
RLI
$5.7B
$57.8K ﹤0.01%
904
-54
67 68
69
70 71