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
CTRE icon
1751
CareTrust REIT
CTRE
$8.95B
$53.6K ﹤0.01%
1,481
-323
VMI icon
1752
Valmont Industries
VMI
$8.21B
$53.5K ﹤0.01%
133
+19
NPK icon
1753
National Presto Industries
NPK
$948M
$53.4K ﹤0.01%
+500
AIRR icon
1754
First Trust RBA American Industrial Renaissance ETF
AIRR
$8.1B
$52.8K ﹤0.01%
537
+35
CDIG
1755
City Different Investments Global Equity ETF
CDIG
$35.9M
$52.8K ﹤0.01%
2,119
+1,000
CRCL
1756
Circle Internet Group
CRCL
$28.2B
$52.7K ﹤0.01%
665
+500
FXL icon
1757
First Trust Technology AlphaDEX Fund
FXL
$1.31B
$52.7K ﹤0.01%
313
-76
BSY icon
1758
Bentley Systems
BSY
$11.6B
$52.6K ﹤0.01%
1,377
+88
EXLS icon
1759
EXL Service
EXLS
$4.65B
$52.4K ﹤0.01%
1,234
-349
XERS icon
1760
Xeris Biopharma Holdings
XERS
$945M
$52.3K ﹤0.01%
6,664
ECG
1761
Everus Construction Group
ECG
$5.76B
$52.3K ﹤0.01%
611
+36
MT icon
1762
ArcelorMittal
MT
$40.8B
$52.2K ﹤0.01%
1,146
+640
AXTA icon
1763
Axalta
AXTA
$5.94B
$52.2K ﹤0.01%
1,615
+1,544
NMRK icon
1764
Newmark Group
NMRK
$2.56B
$52.1K ﹤0.01%
3,007
-2,397
GNMA icon
1765
iShares GNMA Bond ETF
GNMA
$402M
$52.1K ﹤0.01%
1,170
ELF icon
1766
e.l.f. Beauty
ELF
$4.29B
$52.1K ﹤0.01%
685
-1,101
IBOC icon
1767
International Bancshares
IBOC
$4.19B
$52K ﹤0.01%
782
+306
SPCE icon
1768
Virgin Galactic
SPCE
$184M
$51.9K ﹤0.01%
16,161
TSEM icon
1769
Tower Semiconductor
TSEM
$13.3B
$51.8K ﹤0.01%
441
+23
BAP icon
1770
Credicorp
BAP
$25.8B
$51.7K ﹤0.01%
180
+32
NTGR icon
1771
NETGEAR
NTGR
$595M
$51.6K ﹤0.01%
2,104
COCH icon
1772
Envoy Medical
COCH
$57.4M
$51.5K ﹤0.01%
77,887
AFG icon
1773
American Financial Group
AFG
$10.7B
$51.4K ﹤0.01%
376
+174
BAC.PRL icon
1774
Bank of America Series L
BAC.PRL
$3.75B
$51.3K ﹤0.01%
41
MTZ icon
1775
MasTec
MTZ
$23.4B
$51.3K ﹤0.01%
236
+186
69 70
71
72 73