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
LIVN icon
1801
LivaNova
LIVN
$3.24B
$47.9K ﹤0.01%
779
+45
AFLG icon
1802
First Trust Active Factor Large Cap ETF
AFLG
$479M
$47.8K ﹤0.01%
1,223
PDP icon
1803
Invesco Dorsey Wright Momentum ETF
PDP
$1.3B
$47.7K ﹤0.01%
410
SXT icon
1804
Sensient Technologies
SXT
$3.89B
$47.6K ﹤0.01%
507
-66
SCHZ icon
1805
Schwab US Aggregate Bond ETF
SCHZ
$9.89B
$47.3K ﹤0.01%
2,024
+1,864
SOBO
1806
South Bow Corp
SOBO
$6.88B
$47.2K ﹤0.01%
1,718
-442
NWN icon
1807
Northwest Natural Holdings
NWN
$2.16B
$47.2K ﹤0.01%
1,009
+9
POWR
1808
iShares U.S. Power Infrastructure ETF
POWR
$120M
$47.1K ﹤0.01%
2,000
COYA icon
1809
Coya Therapeutics
COYA
$99.4M
$47K ﹤0.01%
+8,100
LTRN icon
1810
Lantern Pharma
LTRN
$28.3M
$46.8K ﹤0.01%
+15,432
BCAL icon
1811
Southern California Bancorp
BCAL
$569M
$46.8K ﹤0.01%
2,504
SILA
1812
Sila Realty Trust
SILA
$1.38B
$46.6K ﹤0.01%
2,000
TSLX icon
1813
Sixth Street Specialty
TSLX
$1.71B
$46.6K ﹤0.01%
2,144
ARLP icon
1814
Alliance Resource Partners
ARLP
$3.53B
$46.5K ﹤0.01%
2,000
GSBD icon
1815
Goldman Sachs BDC
GSBD
$1.02B
$46.4K ﹤0.01%
5,000
-8,566
MDU icon
1816
MDU Resources
MDU
$4.27B
$46.3K ﹤0.01%
2,371
+73
KT icon
1817
KT
KT
$10.5B
$46.2K ﹤0.01%
2,436
LBRDK icon
1818
Liberty Broadband Class C
LBRDK
$7.19B
$46.2K ﹤0.01%
950
-18,910
CRUS icon
1819
Cirrus Logic
CRUS
$6.76B
$46.1K ﹤0.01%
389
+88
MATX icon
1820
Matsons
MATX
$4.54B
$45.8K ﹤0.01%
371
-473
LOGI icon
1821
Logitech
LOGI
$13.6B
$45.6K ﹤0.01%
455
+173
BATRK icon
1822
Atlanta Braves Holdings Series B
BATRK
$2.74B
$45.6K ﹤0.01%
1,155
-1,202
DOX icon
1823
Amdocs
DOX
$7.2B
$45.4K ﹤0.01%
564
-31
VOD icon
1824
Vodafone
VOD
$33.1B
$45.4K ﹤0.01%
3,435
SPPP
1825
Sprott Physical Platinum and Palladium Trust
SPPP
$591M
$45.4K ﹤0.01%
+2,693
71 72
73
74 75