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
ENS icon
2051
EnerSys
ENS
$5.89B
$26.7K ﹤0.01%
182
+98
FBK icon
2052
FB Financial Corp
FBK
$2.65B
$26.7K ﹤0.01%
+479
STN icon
2053
Stantec
STN
$10.1B
$26.5K ﹤0.01%
281
CTA icon
2054
Simplify Managed Futures Strategy ETF
CTA
$1.38B
$26.5K ﹤0.01%
972
+113
RSPA
2055
Invesco S&P 500 Equal Weight Income Advantage ETF
RSPA
$646M
$26.5K ﹤0.01%
+519
NOVT icon
2056
Novanta
NOVT
$4.27B
$26.4K ﹤0.01%
222
-8
EDAP
2057
EDAP TMS
EDAP
$151M
$26.3K ﹤0.01%
8,000
-2,000
NATL icon
2058
NCR Atleos
NATL
$3.26B
$26.3K ﹤0.01%
690
+276
DLB icon
2059
Dolby
DLB
$6.01B
$26.3K ﹤0.01%
409
+11
PINE
2060
Alpine Income Property Trust
PINE
$280M
$26.3K ﹤0.01%
1,570
DAY
2061
DELISTED
Dayforce
DAY
$26.1K ﹤0.01%
378
+34
OCSL icon
2062
Oaktree Specialty Lending
OCSL
$987M
$26.1K ﹤0.01%
2,050
PEN icon
2063
Penumbra
PEN
$13.1B
$26.1K ﹤0.01%
84
+81
VALE icon
2064
Vale
VALE
$64.3B
$26.1K ﹤0.01%
2,001
-299
OZK icon
2065
Bank OZK
OZK
$4.84B
$26K ﹤0.01%
564
-664
STM icon
2066
STMicroelectronics
STM
$29.5B
$25.9K ﹤0.01%
1,000
+974
SYNA icon
2067
Synaptics
SYNA
$2.88B
$25.8K ﹤0.01%
349
+190
AVK
2068
Advent Convertible and Income Fund
AVK
$534M
$25.8K ﹤0.01%
2,059
+21
EVX icon
2069
VanEck Environmental Services ETF
EVX
$95.2M
$25.8K ﹤0.01%
+674
EMN icon
2070
Eastman Chemical
EMN
$8.05B
$25.7K ﹤0.01%
403
-523
CTEC icon
2071
Global X CleanTech ETF
CTEC
$27.4M
$25.7K ﹤0.01%
+484
MUR icon
2072
Murphy Oil
MUR
$4.96B
$25.7K ﹤0.01%
+822
NCNO icon
2073
nCino
NCNO
$1.75B
$25.6K ﹤0.01%
1,000
-210
QQQE icon
2074
Direxion Shares ETF Trust Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.13B
$25.6K ﹤0.01%
250
DAC icon
2075
Danaos Corp
DAC
$1.98B
$25.5K ﹤0.01%
271
-135
81 82
83
84 85