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
RLJ.PRA icon
2276
RLJ Lodging Trust $1.95 Series A Preferred Stock
RLJ.PRA
$325M
$14.9K ﹤0.01%
600
ASX icon
2277
ASE Group
ASX
$46.1B
$14.9K ﹤0.01%
924
DGII icon
2278
Digi International
DGII
$1.87B
$14.8K ﹤0.01%
341
-19
SRCE icon
2279
1st Source
SRCE
$1.65B
$14.7K ﹤0.01%
235
COMP icon
2280
Compass
COMP
$6.15B
$14.6K ﹤0.01%
1,384
+1,103
MSTY icon
2281
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.06B
$14.6K ﹤0.01%
492
-100
GCOW icon
2282
Pacer Global Cash Cows Dividend ETF
GCOW
$3.15B
$14.5K ﹤0.01%
351
GLIBA
2283
GCI Liberty Inc Series A
GLIBA
$1.5B
$14.5K ﹤0.01%
392
-127
ARKX icon
2284
ARK Space & Defense Innovation ETF
ARKX
$716M
$14.4K ﹤0.01%
497
-80
FTGS icon
2285
First Trust Growth Strength ETF
FTGS
$1.23B
$14.4K ﹤0.01%
407
LIF
2286
Life360
LIF
$3.41B
$14.4K ﹤0.01%
224
DAR icon
2287
Darling Ingredients
DAR
$8.97B
$14.3K ﹤0.01%
398
+11
SAIC icon
2288
Saic
SAIC
$4.14B
$14.3K ﹤0.01%
142
+66
JD icon
2289
JD.com
JD
$40.1B
$14.2K ﹤0.01%
496
-190
WLK icon
2290
Westlake Corp
WLK
$14.4B
$14.1K ﹤0.01%
191
-495
MCI
2291
Barings Corporate Investors
MCI
$406M
$14.1K ﹤0.01%
778
+15
OXSQ icon
2292
Oxford Square Capital
OXSQ
$155M
$14.1K ﹤0.01%
8,000
CCIF
2293
Carlyle Credit Income Fund
CCIF
$70.6M
$14.1K ﹤0.01%
3,000
EXP icon
2294
Eagle Materials
EXP
$5.87B
$14.1K ﹤0.01%
68
+6
AI icon
2295
C3.ai
AI
$1.26B
$14K ﹤0.01%
1,042
-23,565
DX
2296
Dynex Capital
DX
$2.73B
$14K ﹤0.01%
+1,000
CARE icon
2297
Carter Bankshares
CARE
$441M
$14K ﹤0.01%
712
-778
URBN icon
2298
Urban Outfitters
URBN
$5.76B
$14K ﹤0.01%
186
+63
HIBL icon
2299
Direxion Daily S&P 500 High Beta Bull 3X ETF
HIBL
$48.1M
$14K ﹤0.01%
213
EVTC icon
2300
Evertec
EVTC
$1.81B
$14K ﹤0.01%
480
+443
90 91
92
93 94