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
SPHY icon
1901
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.7B
$37.9K ﹤0.01%
1,603
+1
E icon
1902
ENI
E
$73.9B
$37.9K ﹤0.01%
1,000
-374
VUZI icon
1903
Vuzix
VUZI
$204M
$37.8K ﹤0.01%
10,000
GRID icon
1904
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$7.74B
$37.8K ﹤0.01%
247
+77
EUSB icon
1905
iShares ESG Advanced Universal USD Bond ETF
EUSB
$710M
$37.7K ﹤0.01%
+858
UFPI icon
1906
UFP Industries
UFPI
$5.08B
$37.6K ﹤0.01%
413
+223
CUBE icon
1907
CubeSmart
CUBE
$8.68B
$37.5K ﹤0.01%
1,041
-1,255
BHK icon
1908
BlackRock Core Bond Trust
BHK
$665M
$37.4K ﹤0.01%
+3,902
SLYV icon
1909
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.08B
$37.4K ﹤0.01%
411
UFPT icon
1910
UFP Technologies
UFPT
$1.58B
$37.3K ﹤0.01%
168
-10
MEGI
1911
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$773M
$37.2K ﹤0.01%
2,700
SMR icon
1912
NuScale Power
SMR
$3.75B
$37.1K ﹤0.01%
2,620
+610
SUSB icon
1913
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.08B
$37.1K ﹤0.01%
1,470
ETY icon
1914
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.28B
$37K ﹤0.01%
2,412
RYAN icon
1915
Ryan Specialty Holdings
RYAN
$4.69B
$36.8K ﹤0.01%
712
-1,322
GIL icon
1916
Gildan
GIL
$11B
$36.7K ﹤0.01%
588
+50
FSV icon
1917
FirstService
FSV
$6.53B
$36.5K ﹤0.01%
235
+3
EBC icon
1918
Eastern Bankshares
EBC
$4.19B
$36.5K ﹤0.01%
1,983
JBHT icon
1919
JB Hunt Transport Services
JBHT
$19B
$36.5K ﹤0.01%
188
+48
JPC icon
1920
Nuveen Preferred & Income Opportunities Fund
JPC
$2.86B
$36.4K ﹤0.01%
4,483
-1,913
CEFZ
1921
RiverNorth Active Income ETF
CEFZ
$36.6M
$36.3K ﹤0.01%
4,431
ABAT icon
1922
American Battery Technology Co
ABAT
$450M
$36.1K ﹤0.01%
10,823
+297
BLD icon
1923
TopBuild
BLD
$10.3B
$35.9K ﹤0.01%
86
+50
CSHI icon
1924
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$943M
$35.8K ﹤0.01%
720
IMO icon
1925
Imperial Oil
IMO
$58.8B
$35.7K ﹤0.01%
414
-1,706
75 76
77
78 79