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
SPD icon
2076
Simplify US Equity PLUS Downside Convexity ETF
SPD
$111M
$25.5K ﹤0.01%
650
BEAT icon
2077
Heartbeam
BEAT
$59M
$25.5K ﹤0.01%
+10,631
GMAB icon
2078
Genmab
GMAB
$16.3B
$25.5K ﹤0.01%
827
+616
GVA icon
2079
Granite Construction
GVA
$5.38B
$25.4K ﹤0.01%
220
+10
NAMSW icon
2080
NewAmsterdam Pharma Warrant
NAMSW
$25.3K ﹤0.01%
1,000
-250
GHC icon
2081
Graham Holdings Company
GHC
$4.56B
$25.3K ﹤0.01%
23
+19
OMF icon
2082
OneMain Financial
OMF
$6.17B
$25.3K ﹤0.01%
374
+202
KROP icon
2083
Global X AgTech & Food Innovation ETF
KROP
$7.25M
$25.2K ﹤0.01%
+832
FENI icon
2084
Fidelity Enhanced International ETF
FENI
$7.88B
$25.2K ﹤0.01%
690
EPP icon
2085
iShares MSCI Pacific ex Japan ETF
EPP
$2.06B
$25.2K ﹤0.01%
500
SCHO icon
2086
Schwab Short-Term US Treasury ETF
SCHO
$11.8B
$25.1K ﹤0.01%
1,031
+599
TAN icon
2087
Invesco Solar ETF
TAN
$1.52B
$25.1K ﹤0.01%
+511
BUD icon
2088
AB InBev
BUD
$140B
$25.1K ﹤0.01%
392
-153
SPSC icon
2089
SPS Commerce
SPSC
$2.27B
$25K ﹤0.01%
281
-79
CHPT icon
2090
ChargePoint
CHPT
$127M
$24.9K ﹤0.01%
3,750
-13
WDI
2091
Western Asset Diversified Income Fund
WDI
$696M
$24.9K ﹤0.01%
1,800
ALTL icon
2092
Pacer Lunt Large Cap Alternator ETF
ALTL
$96.1M
$24.8K ﹤0.01%
578
CGDG icon
2093
Capital Group Dividend Growers ETF
CGDG
$4.52B
$24.8K ﹤0.01%
696
EHC icon
2094
Encompass Health
EHC
$9.97B
$24.7K ﹤0.01%
233
-177
BCX icon
2095
BlackRock Resources & Commodities Strategy Trust
BCX
$948M
$24.7K ﹤0.01%
2,249
+39
USDU icon
2096
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$177M
$24.7K ﹤0.01%
956
+580
RNRG icon
2097
Global X Renewable Energy Producers ETF
RNRG
$28.1M
$24.5K ﹤0.01%
+738
HE icon
2098
Hawaiian Electric Industries
HE
$2.54B
$24.4K ﹤0.01%
1,982
+34
CHT icon
2099
Chunghwa Telecom
CHT
$33.1B
$24.4K ﹤0.01%
584
ANF icon
2100
Abercrombie & Fitch
ANF
$3.86B
$24.3K ﹤0.01%
193
+77
82 83
84
85 86