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
CGON icon
2151
CG Oncology
CGON
$5.32B
$20.8K ﹤0.01%
+500
NRP icon
2152
Natural Resource Partners
NRP
$1.58B
$20.7K ﹤0.01%
198
PAX icon
2153
Patria Investments
PAX
$1.84B
$20.7K ﹤0.01%
1,300
HBNC icon
2154
Horizon Bancorp
HBNC
$812M
$20.6K ﹤0.01%
1,215
IMKTA icon
2155
Ingles Markets
IMKTA
$1.64B
$20.6K ﹤0.01%
300
NEO icon
2156
NeoGenomics
NEO
$1.04B
$20.5K ﹤0.01%
1,746
+31
SBSW icon
2157
Sibanye-Stillwater
SBSW
$9.65B
$20.5K ﹤0.01%
1,439
+1,000
QURE icon
2158
uniQure
QURE
$1.06B
$20.3K ﹤0.01%
850
WFRD icon
2159
Weatherford International
WFRD
$6.1B
$20.2K ﹤0.01%
258
+58
PRG icon
2160
PROG Holdings
PRG
$1.13B
$20.2K ﹤0.01%
684
+9
NICE icon
2161
Nice
NICE
$7.03B
$20.1K ﹤0.01%
178
+57
SPHD icon
2162
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.28B
$20.1K ﹤0.01%
418
MSA icon
2163
Mine Safety
MSA
$6.96B
$20K ﹤0.01%
125
+20
ALCO icon
2164
Alico
ALCO
$296M
$20K ﹤0.01%
550
TEX icon
2165
Terex
TEX
$6.83B
$19.9K ﹤0.01%
372
+189
MMSI icon
2166
Merit Medical Systems
MMSI
$4.05B
$19.8K ﹤0.01%
225
-62
CDC icon
2167
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$719M
$19.8K ﹤0.01%
300
LASE icon
2168
Laser Photonics
LASE
$23.9M
$19.8K ﹤0.01%
8,000
+2,000
HLNE icon
2169
Hamilton Lane
HLNE
$4.14B
$19.7K ﹤0.01%
147
+65
FYBR
2170
DELISTED
Frontier Communications
FYBR
$19.7K ﹤0.01%
518
+480
RWJ icon
2171
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.6B
$19.6K ﹤0.01%
403
-6
DY icon
2172
Dycom Industries
DY
$10.7B
$19.6K ﹤0.01%
58
+52
ECC
2173
Eagle Point Credit Co
ECC
$501M
$19.6K ﹤0.01%
3,400
LEGH icon
2174
Legacy Housing
LEGH
$463M
$19.5K ﹤0.01%
1,000
SPYD icon
2175
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.18B
$19.5K ﹤0.01%
450