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
RCAT icon
1926
Red Cat Holdings
RCAT
$1.93B
$35.7K ﹤0.01%
4,500
-17,500
KAI icon
1927
Kadant
KAI
$3.79B
$35.6K ﹤0.01%
125
-6
NOV icon
1928
NOV
NOV
$6.75B
$35.6K ﹤0.01%
2,278
+1,978
ACHR icon
1929
Archer Aviation
ACHR
$4.51B
$35.6K ﹤0.01%
4,734
+66
DYNF icon
1930
BlackRock US Equity Factor Rotation ETF
DYNF
$32.6B
$35.6K ﹤0.01%
585
-126
ALGM icon
1931
Allegro MicroSystems
ALGM
$5.77B
$35.5K ﹤0.01%
1,345
+1,336
RSPH icon
1932
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$719M
$35.4K ﹤0.01%
1,110
LCTD icon
1933
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$229M
$35.3K ﹤0.01%
+645
G icon
1934
Genpact
G
$6.48B
$35.1K ﹤0.01%
750
+333
IGOV icon
1935
iShares International Treasury Bond ETF
IGOV
$1.18B
$35K ﹤0.01%
839
SCHP icon
1936
Schwab US TIPS ETF
SCHP
$15.7B
$34.9K ﹤0.01%
1,316
+541
XLRE icon
1937
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.44B
$34.7K ﹤0.01%
861
-433
BNL icon
1938
Broadstone Net Lease
BNL
$3.68B
$34.7K ﹤0.01%
2,000
+600
XIFR
1939
XPLR Infrastructure LP
XIFR
$998M
$34.7K ﹤0.01%
3,473
-380
NWSA icon
1940
News Corp Class A
NWSA
$13B
$34.7K ﹤0.01%
1,329
-3,978
FDMO icon
1941
Fidelity Momentum Factor ETF
FDMO
$652M
$34.6K ﹤0.01%
412
-48
LGND icon
1942
Ligand Pharmaceuticals
LGND
$4.22B
$34.6K ﹤0.01%
183
+34
GSG icon
1943
iShares S&P GSCI Commodity-Indexed Trust
GSG
$937M
$34.6K ﹤0.01%
1,500
PHG icon
1944
Philips
PHG
$26.9B
$34.4K ﹤0.01%
1,272
+817
CSGS icon
1945
CSG Systems International
CSGS
$2.27B
$34.2K ﹤0.01%
446
-58
CSW
1946
CSW Industrials
CSW
$4.25B
$34K ﹤0.01%
116
-9
XTEN icon
1947
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$944M
$33.8K ﹤0.01%
+731
ORLA
1948
Orla Mining
ORLA
$5.82B
$33.7K ﹤0.01%
2,500
FLNG icon
1949
FLEX LNG
FLNG
$1.52B
$33.6K ﹤0.01%
1,348
DMXF icon
1950
iShares ESG Advanced MSCI EAFE ETF
DMXF
$654M
$33.5K ﹤0.01%
+446
76 77
78
79 80