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
BCE icon
2101
BCE
BCE
$23.9B
$24.3K ﹤0.01%
1,019
-85
IYE icon
2102
iShares US Energy ETF
IYE
$1.68B
$24.1K ﹤0.01%
507
RGEN icon
2103
Repligen
RGEN
$6.41B
$24.1K ﹤0.01%
147
+52
IAGG icon
2104
iShares Core International Aggregate Bond Fund
IAGG
$12.3B
$24.1K ﹤0.01%
481
+225
OLN icon
2105
Olin
OLN
$2.96B
$24K ﹤0.01%
1,154
-128
BFIN
2106
DELISTED
BankFinancial
BFIN
$24K ﹤0.01%
2,000
BBU
2107
Brookfield Business Partners
BBU
$2.72B
$23.9K ﹤0.01%
680
NOG icon
2108
Northern Oil and Gas
NOG
$2.69B
$23.8K ﹤0.01%
1,110
-775
QUBT icon
2109
Quantum Computing Inc
QUBT
$1.67B
$23.8K ﹤0.01%
2,317
+1,652
ADX icon
2110
Adams Diversified Equity Fund
ADX
$2.77B
$23.7K ﹤0.01%
1,015
-7,942
MOO icon
2111
VanEck Agribusiness ETF
MOO
$1.02B
$23.7K ﹤0.01%
325
CHRD icon
2112
Chord Energy
CHRD
$6.99B
$23.5K ﹤0.01%
+254
WSC icon
2113
WillScot Mobile Mini Holdings
WSC
$3.41B
$23.5K ﹤0.01%
1,250
-1,516
AMPH icon
2114
Amphastar Pharmaceuticals
AMPH
$825M
$23.5K ﹤0.01%
878
+157
ALM
2115
Almonty Industries
ALM
$5.4B
$23.5K ﹤0.01%
2,666
OVV icon
2116
Ovintiv
OVV
$15.6B
$23.5K ﹤0.01%
599
-977
PDEC icon
2117
Innovator US Equity Power Buffer ETF December
PDEC
$1.01B
$23.4K ﹤0.01%
539
USO icon
2118
United States Oil Fund
USO
$1.85B
$23.3K ﹤0.01%
337
CNXN icon
2119
PC Connection
CNXN
$1.52B
$23.3K ﹤0.01%
403
+3
SPIB icon
2120
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
$23.3K ﹤0.01%
688
-316
PDEX icon
2121
Pro-Dex
PDEX
$150M
$23.1K ﹤0.01%
600
DORM icon
2122
Dorman Products
DORM
$3.09B
$22.7K ﹤0.01%
184
-714
BTG icon
2123
B2Gold
BTG
$6.82B
$22.6K ﹤0.01%
5,000
-6,903
SLM icon
2124
SLM Corp
SLM
$4.04B
$22.5K ﹤0.01%
832
-1,654
VAC icon
2125
Marriott Vacations Worldwide
VAC
$2.27B
$22.5K ﹤0.01%
390
-645
83 84
85
86 87