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
TQQQ icon
2251
ProShares UltraPro QQQ
TQQQ
$25.8B
$15.9K ﹤0.01%
301
-1
MMS icon
2252
Maximus
MMS
$3.95B
$15.8K ﹤0.01%
183
+165
RDNT icon
2253
RadNet
RDNT
$4.71B
$15.8K ﹤0.01%
221
+16
PPTA
2254
Perpetua Resources
PPTA
$3.93B
$15.8K ﹤0.01%
651
+1
DFIN icon
2255
Donnelley Financial Solutions
DFIN
$1.25B
$15.7K ﹤0.01%
337
-93
IBTH icon
2256
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.07B
$15.7K ﹤0.01%
700
GFS icon
2257
GlobalFoundries
GFS
$23B
$15.7K ﹤0.01%
450
AGM icon
2258
Federal Agricultural Mortgage
AGM
$1.64B
$15.6K ﹤0.01%
89
IPAY icon
2259
Amplify Mobile Payments ETF
IPAY
$169M
$15.6K ﹤0.01%
300
APLD icon
2260
Applied Digital
APLD
$7.69B
$15.6K ﹤0.01%
635
+266
NVAX icon
2261
Novavax
NVAX
$1.71B
$15.5K ﹤0.01%
2,308
+995
ECAT icon
2262
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.44B
$15.4K ﹤0.01%
1,000
FNX icon
2263
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.22B
$15.4K ﹤0.01%
122
DOCS icon
2264
Doximity
DOCS
$4.49B
$15.4K ﹤0.01%
347
-189
CGNG
2265
Capital Group New Geography Equity ETF
CGNG
$1.64B
$15.2K ﹤0.01%
477
BRX icon
2266
Brixmor Property Group
BRX
$9.15B
$15.2K ﹤0.01%
579
-1,728
NODK icon
2267
NI Holdings
NODK
$265M
$15.2K ﹤0.01%
1,140
LBRT icon
2268
Liberty Energy
LBRT
$4.99B
$15.1K ﹤0.01%
820
-3,035
PJT icon
2269
PJT Partners
PJT
$3.15B
$15.1K ﹤0.01%
90
-45
PNQI icon
2270
Invesco NASDAQ Internet ETF
PNQI
$567M
$15.1K ﹤0.01%
279
FIDU icon
2271
Fidelity MSCI Industrials Index ETF
FIDU
$1.88B
$15K ﹤0.01%
182
PJAN icon
2272
Innovator US Equity Power Buffer ETF January
PJAN
$1.55B
$15K ﹤0.01%
319
EDIT icon
2273
Editas Medicine
EDIT
$246M
$15K ﹤0.01%
7,300
SHC icon
2274
Sotera Health
SHC
$3.79B
$15K ﹤0.01%
848
+801
AG icon
2275
First Majestic Silver
AG
$12.3B
$14.9K ﹤0.01%
897
89 90
91
92 93