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
ITM icon
1776
VanEck Intermediate Muni ETF
ITM
$2.18B
$50.9K ﹤0.01%
1,080
NVG icon
1777
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.73B
$50.6K ﹤0.01%
4,000
SA
1778
Seabridge Gold
SA
$3.48B
$50.5K ﹤0.01%
1,706
+1,250
OXY.WS icon
1779
Occidental Petroleum Corp Warrants
OXY.WS
$34.3B
$50.3K ﹤0.01%
2,582
-50
CAG icon
1780
Conagra Brands
CAG
$7.74B
$49.9K ﹤0.01%
2,882
-1,958
BIO icon
1781
Bio-Rad Laboratories Class A
BIO
$7.07B
$49.7K ﹤0.01%
164
-167
SLAB icon
1782
Silicon Laboratories
SLAB
$6.66B
$49.7K ﹤0.01%
380
+43
SPGP icon
1783
Invesco S&P 500 GARP ETF
SPGP
$2.21B
$49.6K ﹤0.01%
435
GOF icon
1784
Guggenheim Strategic Opportunities Fund
GOF
$2.39B
$49.3K ﹤0.01%
3,826
FSMD icon
1785
Fidelity Small-Mid Multifactor ETF
FSMD
$2.07B
$49.2K ﹤0.01%
1,116
LSTR icon
1786
Landstar System
LSTR
$4.92B
$49.1K ﹤0.01%
342
+78
UGL icon
1787
ProShares Ultra Gold
UGL
$1.33B
$49.1K ﹤0.01%
885
+25
AU icon
1788
AngloGold Ashanti
AU
$52.9B
$49.1K ﹤0.01%
576
-23
FPF
1789
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.1B
$49.1K ﹤0.01%
+2,635
SRAD icon
1790
Sportradar
SRAD
$5.66B
$49K ﹤0.01%
2,061
SII
1791
Sprott
SII
$4.04B
$49K ﹤0.01%
500
OGE icon
1792
OGE Energy
OGE
$9.87B
$48.9K ﹤0.01%
1,146
-27
WSR
1793
Whitestone REIT
WSR
$830M
$48.9K ﹤0.01%
3,523
+3,522
STAA icon
1794
STAAR Surgical
STAA
$911M
$48.8K ﹤0.01%
2,112
-314
CGHM
1795
Capital Group Municipal High-Income ETF
CGHM
$2.72B
$48.6K ﹤0.01%
1,907
OGS icon
1796
ONE Gas
OGS
$5.45B
$48.5K ﹤0.01%
628
-624
JUST icon
1797
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$501M
$48.3K ﹤0.01%
500
RYAAY icon
1798
Ryanair
RYAAY
$32.2B
$48.3K ﹤0.01%
669
+197
HLI icon
1799
Houlihan Lokey
HLI
$9.76B
$48.3K ﹤0.01%
277
+177
EOSE icon
1800
Eos Energy Enterprises
EOSE
$2.08B
$48.1K ﹤0.01%
4,200
-800
70 71
72
73 74