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
PLXS icon
1951
Plexus
PLXS
$5.08B
$33.5K ﹤0.01%
228
+6
NVMI icon
1952
Nova
NVMI
$13.4B
$33.5K ﹤0.01%
102
-28
ELME
1953
Elme Communities
ELME
$186M
$33.4K ﹤0.01%
1,919
-253
STNC icon
1954
Hennessy Sustainable ETF
STNC
$89.8M
$33.3K ﹤0.01%
1,006
DXC icon
1955
DXC Technology
DXC
$2.03B
$33.3K ﹤0.01%
2,271
+2,254
DFAT icon
1956
Dimensional US Targeted Value ETF
DFAT
$12.4B
$33.2K ﹤0.01%
557
-98
NJR icon
1957
New Jersey Resources
NJR
$5.48B
$33.1K ﹤0.01%
718
-964
RMBS icon
1958
Rambus
RMBS
$9.68B
$33.1K ﹤0.01%
360
-145
EWN icon
1959
iShares MSCI Netherlands ETF
EWN
$304M
$33.1K ﹤0.01%
+580
TRIN icon
1960
Trinity Capital
TRIN
$1.22B
$33K ﹤0.01%
2,253
CC icon
1961
Chemours
CC
$2.66B
$32.8K ﹤0.01%
2,779
+11
GDEN icon
1962
Golden Entertainment
GDEN
$724M
$32.7K ﹤0.01%
+1,204
CLF icon
1963
Cleveland-Cliffs
CLF
$5.09B
$32.7K ﹤0.01%
2,461
+1,855
CHH icon
1964
Choice Hotels
CHH
$4.4B
$32.7K ﹤0.01%
343
+10
EQH icon
1965
Equitable Holdings
EQH
$10.4B
$32.5K ﹤0.01%
682
-1,232
PNFP icon
1966
Pinnacle Financial Partners Inc
PNFP
$12.6B
$32.3K ﹤0.01%
339
+216
MAA icon
1967
Mid-America Apartment Communities
MAA
$14.9B
$32.2K ﹤0.01%
232
-665
SLGN icon
1968
Silgan Holdings
SLGN
$4.32B
$32.2K ﹤0.01%
798
+91
TNGY
1969
Tortoise Energy Fund
TNGY
$559M
$32.2K ﹤0.01%
3,562
IEO icon
1970
iShares US Oil & Gas Exploration & Production ETF
IEO
$561M
$32.1K ﹤0.01%
360
GAP
1971
The Gap Inc
GAP
$8.6B
$32.1K ﹤0.01%
1,255
-478
HL icon
1972
Hecla Mining
HL
$13.8B
$32.1K ﹤0.01%
1,670
+957
RWX icon
1973
State Street SPDR Dow Jones International Real Estate ETF
RWX
$283M
$31.9K ﹤0.01%
1,140
+335
PDO
1974
PIMCO Dynamic Income Opportunities Fund
PDO
$1.83B
$31.8K ﹤0.01%
2,300
MIRM icon
1975
Mirum Pharmaceuticals
MIRM
$5.42B
$31.7K ﹤0.01%
+401
77 78
79
80 81