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
GBCI icon
2226
Glacier Bancorp
GBCI
$5.73B
$17K ﹤0.01%
385
-879
NWS icon
2227
News Corp Class B
NWS
$14.7B
$16.9K ﹤0.01%
572
-626
IYM icon
2228
iShares US Basic Materials ETF
IYM
$1.43B
$16.9K ﹤0.01%
110
NB
2229
NioCorp Developments
NB
$684M
$16.8K ﹤0.01%
3,176
+2,676
SPTS icon
2230
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.62B
$16.8K ﹤0.01%
573
-109
MFA
2231
MFA Financial
MFA
$1.02B
$16.8K ﹤0.01%
1,800
CURE icon
2232
Direxion Daily Healthcare Bull 3X ETF
CURE
$138M
$16.7K ﹤0.01%
150
ABR icon
2233
Arbor Realty Trust
ABR
$1.51B
$16.7K ﹤0.01%
2,148
+48
AGYS icon
2234
Agilysys
AGYS
$1.97B
$16.6K ﹤0.01%
140
+29
EMLP icon
2235
First Trust North American Energy Infrastructure Fund
EMLP
$3.92B
$16.6K ﹤0.01%
438
+3
LAR
2236
Lithium Argentina AG
LAR
$1.13B
$16.6K ﹤0.01%
2,970
SPTL icon
2237
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.8B
$16.6K ﹤0.01%
626
-275
STCE icon
2238
Schwab Crypto Thematic ETF
STCE
$226M
$16.5K ﹤0.01%
276
+54
AVTR icon
2239
Avantor
AVTR
$5.39B
$16.5K ﹤0.01%
1,443
+296
INCO icon
2240
Columbia India Consumer ETF
INCO
$234M
$16.5K ﹤0.01%
+255
KRP icon
2241
Kimbell Royalty Partners
KRP
$1.37B
$16.5K ﹤0.01%
1,400
ENPH icon
2242
Enphase Energy
ENPH
$5.58B
$16.4K ﹤0.01%
512
-74
LMAT icon
2243
LeMaitre Vascular
LMAT
$2.43B
$16.4K ﹤0.01%
202
-58
FBRT
2244
Franklin BSP Realty Trust
FBRT
$730M
$16.2K ﹤0.01%
1,620
+20
SBRA icon
2245
Sabra Healthcare REIT
SBRA
$5.24B
$16.2K ﹤0.01%
856
+233
SWIM icon
2246
Latham Group
SWIM
$716M
$16.2K ﹤0.01%
2,546
+500
CPA icon
2247
Copa Holdings
CPA
$4.63B
$16.2K ﹤0.01%
134
+62
POWI icon
2248
Power Integrations
POWI
$2.57B
$16.1K ﹤0.01%
453
-99
CGNX icon
2249
Cognex
CGNX
$8.08B
$16K ﹤0.01%
445
-319
REMX icon
2250
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.87B
$15.9K ﹤0.01%
215
+92
88 89
90
91 92