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
MDGL icon
2001
Madrigal Pharmaceuticals
MDGL
$9.96B
$30.3K ﹤0.01%
52
+1
EVT icon
2002
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.86B
$30.3K ﹤0.01%
1,202
XJR icon
2003
iShares ESG Screened S&P Small-Cap ETF
XJR
$116M
$30.2K ﹤0.01%
+710
IREN icon
2004
Iris Energy
IREN
$13.7B
$30.2K ﹤0.01%
800
-800
HOMB icon
2005
Home BancShares
HOMB
$5.18B
$30.1K ﹤0.01%
1,083
+674
TOWN icon
2006
Towne Bank
TOWN
$3.04B
$30K ﹤0.01%
900
+23
FLTR icon
2007
VanEck IG Floating Rate ETF
FLTR
$2.57B
$29.9K ﹤0.01%
+1,174
PBH icon
2008
Prestige Consumer Healthcare
PBH
$2.93B
$29.9K ﹤0.01%
484
-616
CSWC icon
2009
Capital Southwest
CSWC
$1.31B
$29.7K ﹤0.01%
1,340
-211
BFLY icon
2010
Butterfly Network
BFLY
$927M
$29.7K ﹤0.01%
7,804
RCS
2011
PIMCO Strategic Income Fund
RCS
$257M
$29.6K ﹤0.01%
5,313
WDFC icon
2012
WD-40
WDFC
$3.04B
$29.5K ﹤0.01%
150
-58
TTEK icon
2013
Tetra Tech
TTEK
$8.65B
$29.5K ﹤0.01%
880
+341
ATEN icon
2014
A10 Networks
ATEN
$1.51B
$29.5K ﹤0.01%
1,666
+76
BCPC
2015
Balchem Corp
BCPC
$5.46B
$29.4K ﹤0.01%
192
-31
BXMT icon
2016
Blackstone Mortgage Trust
BXMT
$3.13B
$29.4K ﹤0.01%
1,539
+39
ESE icon
2017
ESCO Technologies
ESE
$6.9B
$29.3K ﹤0.01%
150
+12
PPT
2018
Putnam Premier Income Trust
PPT
$336M
$29.2K ﹤0.01%
8,262
+175
TMFE icon
2019
Motley Fool Capital Efficiency 100 Index ETF
TMFE
$87.6M
$29.2K ﹤0.01%
1,000
VIRT icon
2020
Virtu Financial
VIRT
$3.44B
$29.1K ﹤0.01%
873
-99
FXH icon
2021
First Trust Health Care AlphaDEX Fund
FXH
$855M
$29K ﹤0.01%
255
-425
MARA icon
2022
Marathon Digital Holdings
MARA
$3.33B
$29K ﹤0.01%
3,228
+696
TPVG icon
2023
TriplePoint Venture Growth BDC
TPVG
$209M
$29K ﹤0.01%
4,430
URNM icon
2024
Sprott Uranium Miners ETF
URNM
$2.35B
$28.9K ﹤0.01%
526
ILCV icon
2025
iShares Morningstar Value ETF
ILCV
$1.17B
$28.8K ﹤0.01%
305
79 80
81
82 83