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
ILCB icon
1826
iShares Morningstar US Equity ETF
ILCB
$1.13B
$45.3K ﹤0.01%
480
-480
HIMS icon
1827
Hims & Hers Health
HIMS
$5.43B
$45.3K ﹤0.01%
1,394
-200
EEFT icon
1828
Euronet Worldwide
EEFT
$2.85B
$45.2K ﹤0.01%
594
-1,092
SPXX icon
1829
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$309M
$45.1K ﹤0.01%
+2,500
EEMA icon
1830
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.72B
$45K ﹤0.01%
479
+347
GFI icon
1831
Gold Fields
GFI
$45.6B
$45K ﹤0.01%
1,031
+178
FLCB icon
1832
Franklin US Core Bond ETF
FLCB
$2.87B
$44.8K ﹤0.01%
2,073
GXO icon
1833
GXO Logistics
GXO
$6.02B
$44.6K ﹤0.01%
848
-773
UHAL.B icon
1834
U-Haul Holding Co Series N
UHAL.B
$8.06B
$44.6K ﹤0.01%
954
+13
FTRE icon
1835
Fortrea Holdings
FTRE
$845M
$44.6K ﹤0.01%
2,584
-9,917
DAX icon
1836
Global X DAX Germany ETF
DAX
$269M
$44.5K ﹤0.01%
+975
SIGI icon
1837
Selective Insurance
SIGI
$4.6B
$44.3K ﹤0.01%
529
+101
SUSA icon
1838
iShares ESG Optimized MSCI USA ETF
SUSA
$3.54B
$44.2K ﹤0.01%
317
FIW icon
1839
First Trust Water ETF
FIW
$1.81B
$44.1K ﹤0.01%
406
-487
BUSE icon
1840
First Busey Corp
BUSE
$2.14B
$44K ﹤0.01%
1,850
-2,070
MHK icon
1841
Mohawk Industries
MHK
$6.33B
$43.9K ﹤0.01%
402
-370
ONCY
1842
Oncolytics Biotech
ONCY
$103M
$43.7K ﹤0.01%
+50,000
SIRI icon
1843
SiriusXM
SIRI
$7.44B
$43.6K ﹤0.01%
2,182
-1,575
OGN icon
1844
Organon & Co
OGN
$1.65B
$43.6K ﹤0.01%
6,078
-972
NNN icon
1845
NNN REIT
NNN
$8.54B
$43.6K ﹤0.01%
1,099
+242
KBE icon
1846
State Street SPDR S&P Bank ETF
KBE
$1.29B
$43.4K ﹤0.01%
715
-44
ASGN icon
1847
ASGN Inc
ASGN
$1.52B
$43.3K ﹤0.01%
898
+185
TFX icon
1848
Teleflex
TFX
$4.79B
$43.2K ﹤0.01%
354
+10
RPRX icon
1849
Royalty Pharma
RPRX
$19.7B
$43.2K ﹤0.01%
1,118
+446
TEM
1850
Tempus AI
TEM
$8.85B
$43K ﹤0.01%
729
-5
72 73
74
75 76