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
PTY icon
2176
PIMCO Corporate & Income Opportunity Fund
PTY
$2.34B
$19.4K ﹤0.01%
1,500
CION icon
2177
CION Investment
CION
$358M
$19.3K ﹤0.01%
2,000
LVHD icon
2178
Franklin US Low Volatility High Dividend Index ETF
LVHD
$610M
$19.2K ﹤0.01%
482
THQ
2179
abrdn Healthcare Opportunities Fund
THQ
$745M
$19.1K ﹤0.01%
1,000
ROAD icon
2180
Construction Partners
ROAD
$6.58B
$19.1K ﹤0.01%
176
+16
WLKP icon
2181
Westlake Chemical Partners
WLKP
$801M
$19K ﹤0.01%
1,000
CATY icon
2182
Cathay General Bancorp
CATY
$3.2B
$19K ﹤0.01%
392
+16
MIR icon
2183
Mirion Technologies
MIR
$4.9B
$18.9K ﹤0.01%
808
+132
VAW icon
2184
Vanguard Materials ETF
VAW
$2.97B
$18.9K ﹤0.01%
91
+56
FTS icon
2185
Fortis
FTS
$29.5B
$18.9K ﹤0.01%
363
AXGN icon
2186
Axogen
AXGN
$1.65B
$18.8K ﹤0.01%
573
+3
TEO icon
2187
Telecom Argentina
TEO
$5.04B
$18.7K ﹤0.01%
1,614
FIG
2188
Figma
FIG
$13.7B
$18.7K ﹤0.01%
500
-140
SUZ icon
2189
Suzano
SUZ
$12.5B
$18.7K ﹤0.01%
2,000
MBC icon
2190
MasterBrand
MBC
$1.03B
$18.7K ﹤0.01%
1,690
-4,122
PIO icon
2191
Invesco Global Water ETF
PIO
$269M
$18.5K ﹤0.01%
418
+277
RWAY icon
2192
Runway Growth Finance
RWAY
$259M
$18.5K ﹤0.01%
2,068
LENZ
2193
LENZ Therapeutics
LENZ
$370M
$18.3K ﹤0.01%
1,146
YETI icon
2194
Yeti Holdings
YETI
$2.72B
$18.3K ﹤0.01%
415
+287
SBGI icon
2195
Sinclair Inc
SBGI
$992M
$18.3K ﹤0.01%
1,194
LMND icon
2196
Lemonade
LMND
$4.04B
$18.2K ﹤0.01%
256
BGT icon
2197
BlackRock Floating Rate Income Trust
BGT
$321M
$18.1K ﹤0.01%
1,600
BYD icon
2198
Boyd Gaming
BYD
$6.14B
$18.1K ﹤0.01%
212
+30
IBRX icon
2199
ImmunityBio
IBRX
$8.04B
$18K ﹤0.01%
9,113
+5,613
FEZ icon
2200
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.91B
$18K ﹤0.01%
280
+74