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
SMDV icon
2201
ProShares Russell 2000 Dividend Growers ETF
SMDV
$622M
$18K ﹤0.01%
272
GME icon
2202
GameStop
GME
$10.9B
$17.9K ﹤0.01%
892
+558
ABEV icon
2203
Ambev
ABEV
$44.8B
$17.9K ﹤0.01%
7,250
EWL icon
2204
iShares MSCI Switzerland ETF
EWL
$1.57B
$17.9K ﹤0.01%
+298
WERN icon
2205
Werner Enterprises
WERN
$1.67B
$17.9K ﹤0.01%
596
+14
MUJ icon
2206
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
$655M
$17.9K ﹤0.01%
+1,500
MSOX icon
2207
AdvisorShares MSOS 2X Daily ETF
MSOX
$39.4M
$17.8K ﹤0.01%
3,983
MC icon
2208
Moelis & Co
MC
$3.77B
$17.8K ﹤0.01%
259
+258
BIDU icon
2209
Baidu
BIDU
$42.3B
$17.8K ﹤0.01%
136
-431
INDI icon
2210
indie Semiconductor
INDI
$505M
$17.7K ﹤0.01%
5,026
+5,002
VKTX icon
2211
Viking Therapeutics
VKTX
$4.1B
$17.6K ﹤0.01%
+500
PATH icon
2212
UiPath
PATH
$6.08B
$17.6K ﹤0.01%
1,073
+1,033
VRNS icon
2213
Varonis Systems
VRNS
$2.84B
$17.5K ﹤0.01%
535
EXI icon
2214
iShares Global Industrials ETF
EXI
$1.18B
$17.5K ﹤0.01%
100
HIW icon
2215
Highwoods Properties
HIW
$2.37B
$17.5K ﹤0.01%
+678
JHG icon
2216
Janus Henderson
JHG
$7.76B
$17.5K ﹤0.01%
368
-1,265
FLBL icon
2217
Franklin Senior Loan ETF
FLBL
$858M
$17.4K ﹤0.01%
742
+35
NCDL icon
2218
Nuveen Churchill Direct Lending
NCDL
$648M
$17.3K ﹤0.01%
1,300
RHLD
2219
Resolute Holdings Management
RHLD
$979M
$17.3K ﹤0.01%
84
+5
TCPC icon
2220
BlackRock TCP Capital
TCPC
$308M
$17.3K ﹤0.01%
3,160
OPP
2221
RiverNorth/DoubleLine Strategic Opportunity Fund
OPP
$193M
$17.3K ﹤0.01%
2,170
XHR
2222
Xenia Hotels & Resorts
XHR
$1.32B
$17.2K ﹤0.01%
1,217
+23
ESAB icon
2223
ESAB
ESAB
$6.29B
$17.2K ﹤0.01%
154
+39
GDYN icon
2224
Grid Dynamics Holdings
GDYN
$546M
$17.2K ﹤0.01%
1,905
+15
VICR icon
2225
Vicor
VICR
$7.61B
$17.1K ﹤0.01%
156
+6