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
AFRM icon
1726
Affirm
AFRM
$15.4B
$57.7K ﹤0.01%
775
-13
HPS
1727
John Hancock Preferred Income Fund III
HPS
$463M
$57.6K ﹤0.01%
4,000
SIG icon
1728
Signet Jewelers
SIG
$3.39B
$57.1K ﹤0.01%
689
-372
GRBK icon
1729
Green Brick Partners
GRBK
$2.76B
$56.9K ﹤0.01%
908
+7
ORA icon
1730
Ormat Technologies
ORA
$6.7B
$56.3K ﹤0.01%
510
+508
AKAM icon
1731
Akamai
AKAM
$15.3B
$56.3K ﹤0.01%
645
-404
JOBY icon
1732
Joby Aviation
JOBY
$9.54B
$56.2K ﹤0.01%
4,256
+1,188
EE icon
1733
Excelerate Energy
EE
$1.09B
$56.1K ﹤0.01%
+2,000
AVUS icon
1734
Avantis US Equity ETF
AVUS
$10.9B
$55.9K ﹤0.01%
500
CRI icon
1735
Carter's
CRI
$1.26B
$55.9K ﹤0.01%
1,723
-492
ELTX icon
1736
Elicio Therapeutics
ELTX
$188M
$55.7K ﹤0.01%
7,000
AGZ icon
1737
iShares Agency Bond ETF
AGZ
$565M
$55.7K ﹤0.01%
505
-50
DSGX icon
1738
Descartes Systems
DSGX
$6.19B
$55.5K ﹤0.01%
633
+28
AVA icon
1739
Avista
AVA
$3.23B
$55.5K ﹤0.01%
1,439
+1,239
NMFC icon
1740
New Mountain Finance
NMFC
$798M
$55.3K ﹤0.01%
6,000
H icon
1741
Hyatt Hotels
H
$13.6B
$55.1K ﹤0.01%
344
+311
SMG icon
1742
ScottsMiracle-Gro
SMG
$3.46B
$55K ﹤0.01%
942
-506
MTN icon
1743
Vail Resorts
MTN
$4.84B
$54.8K ﹤0.01%
413
-1,348
CGGE
1744
Capital Group Global Equity ETF
CGGE
$2.1B
$54.6K ﹤0.01%
1,727
-647
BXP icon
1745
Boston Properties
BXP
$8.36B
$54.6K ﹤0.01%
809
-915
ALDX icon
1746
Aldeyra Therapeutics
ALDX
$281M
$54.4K ﹤0.01%
10,505
AZZ icon
1747
AZZ Inc
AZZ
$3.63B
$54.3K ﹤0.01%
+507
LFUS icon
1748
Littelfuse
LFUS
$8.18B
$54.1K ﹤0.01%
214
+24
WTM icon
1749
White Mountains Insurance
WTM
$5.38B
$54K ﹤0.01%
26
+1
EGP icon
1750
EastGroup Properties
EGP
$10.1B
$54K ﹤0.01%
303
-20
68 69
70
71 72