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
DHF
2301
BNY Mellon High Yield Strategies Fund
DHF
$173M
$14K ﹤0.01%
5,628
+5,128
CTS icon
2302
CTS Corp
CTS
$1.34B
$13.9K ﹤0.01%
325
+7
IBLC icon
2303
iShares Blockchain and Tech ETF
IBLC
$76.2M
$13.9K ﹤0.01%
340
PTLO icon
2304
Portillo's
PTLO
$370M
$13.9K ﹤0.01%
3,057
-999
LAC
2305
Lithium Americas
LAC
$1.38B
$13.8K ﹤0.01%
3,162
+192
GIB icon
2306
CGI
GIB
$15.6B
$13.8K ﹤0.01%
149
NLOP
2307
Net Lease Office Properties
NLOP
$208M
$13.7K ﹤0.01%
533
+368
PLSE icon
2308
Pulse Biosciences
PLSE
$1.43B
$13.7K ﹤0.01%
+1,000
TX icon
2309
Ternium
TX
$7.6B
$13.7K ﹤0.01%
+359
SLQD icon
2310
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
$13.6K ﹤0.01%
269
CLDX icon
2311
Celldex Therapeutics
CLDX
$1.99B
$13.6K ﹤0.01%
500
MAT icon
2312
Mattel
MAT
$4.88B
$13.5K ﹤0.01%
680
+639
AVNS icon
2313
Avanos Medical
AVNS
$622M
$13.5K ﹤0.01%
1,200
+415
URGN icon
2314
UroGen Pharma
URGN
$905M
$13.5K ﹤0.01%
575
+66
TCX icon
2315
Tucows
TCX
$178M
$13.5K ﹤0.01%
600
BAI
2316
iShares A.I. Innovation and Tech Active ETF
BAI
$8.74B
$13.4K ﹤0.01%
+403
RMR icon
2317
The RMR Group
RMR
$283M
$13.4K ﹤0.01%
900
RR icon
2318
Richtech Robotics
RR
$525M
$13.4K ﹤0.01%
4,145
+100
RWK icon
2319
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.07B
$13.3K ﹤0.01%
105
AMBP icon
2320
Ardagh Metal Packaging
AMBP
$2.49B
$13.3K ﹤0.01%
+3,250
PRDO icon
2321
Perdoceo Education
PRDO
$2.18B
$13.3K ﹤0.01%
454
+213
JBTM
2322
JBT Marel
JBTM
$7.19B
$13.1K ﹤0.01%
87
-39
VREX icon
2323
Varex Imaging
VREX
$459M
$13.1K ﹤0.01%
1,125
GDS icon
2324
GDS Holdings
GDS
$8.61B
$13.1K ﹤0.01%
375
-207
CNXC icon
2325
Concentrix
CNXC
$2B
$13K ﹤0.01%
312
+152