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
SEIC icon
2126
SEI Investments
SEIC
$9.68B
$22.5K ﹤0.01%
274
-161
LUMN icon
2127
Lumen
LUMN
$6.6B
$22.4K ﹤0.01%
2,885
+372
SLI
2128
Standard Lithium
SLI
$1.04B
$22.4K ﹤0.01%
+5,000
DXPE icon
2129
DXP Enterprises
DXPE
$2.03B
$22.3K ﹤0.01%
203
+2
EFAA
2130
Invesco MSCI EAFE Income Advantage ETF
EFAA
$409M
$22.2K ﹤0.01%
411
+8
FCPT icon
2131
Four Corners Property Trust
FCPT
$2.83B
$22.2K ﹤0.01%
964
-1,754
DNP icon
2132
DNP Select Income Fund
DNP
$3.87B
$22.1K ﹤0.01%
2,215
-523
SDVY icon
2133
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10B
$22.1K ﹤0.01%
576
AKR icon
2134
Acadia Realty Trust
AKR
$2.68B
$22.1K ﹤0.01%
1,074
+31
SDGR icon
2135
Schrodinger
SDGR
$898M
$22K ﹤0.01%
+1,233
MTSI icon
2136
MACOM Technology Solutions
MTSI
$16.2B
$21.9K ﹤0.01%
128
+125
APTV icon
2137
Aptiv
APTV
$14.9B
$21.9K ﹤0.01%
288
-172
MNA icon
2138
IQ ARB Merger Arbitrage ETF
MNA
$252M
$21.8K ﹤0.01%
+610
NTSI icon
2139
WisdomTree International Efficient Core Fund
NTSI
$466M
$21.8K ﹤0.01%
495
HUN icon
2140
Huntsman Corp
HUN
$2.23B
$21.7K ﹤0.01%
+2,170
SSO icon
2141
ProShares Ultra S&P500
SSO
$6.33B
$21.7K ﹤0.01%
374
-2,652
GXC icon
2142
State Street SPDR S&P China ETF
GXC
$504M
$21.6K ﹤0.01%
+223
TXRH icon
2143
Texas Roadhouse
TXRH
$11.2B
$21.6K ﹤0.01%
130
+86
RUN icon
2144
Sunrun
RUN
$2.81B
$21.5K ﹤0.01%
1,171
+343
SW
2145
Smurfit Westrock
SW
$20.8B
$21.2K ﹤0.01%
549
+76
FPE icon
2146
First Trust Preferred Securities and Income ETF
FPE
$6.39B
$21.2K ﹤0.01%
1,165
LAZ icon
2147
Lazard
LAZ
$3.82B
$21.1K ﹤0.01%
434
VIPS icon
2148
Vipshop
VIPS
$7.52B
$20.9K ﹤0.01%
1,181
+181
IVT icon
2149
InvenTrust Properties
IVT
$2.4B
$20.9K ﹤0.01%
739
+3
USHY icon
2150
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.6B
$20.9K ﹤0.01%
558
-842
84 85
86
87 88