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
LKFN icon
2326
Lakeland Financial Corp
LKFN
$1.42B
$12.9K ﹤0.01%
226
+6
SAA icon
2327
ProShares Ulta SmallCap600
SAA
$22M
$12.9K ﹤0.01%
500
ZVIA icon
2328
Zevia
ZVIA
$90.4M
$12.9K ﹤0.01%
+5,555
TSQ icon
2329
Townsquare Media
TSQ
$116M
$12.8K ﹤0.01%
2,500
TGNA icon
2330
TEGNA Inc
TGNA
$3.3B
$12.8K ﹤0.01%
659
-2,324
MIDD icon
2331
Middleby
MIDD
$7.43B
$12.8K ﹤0.01%
86
-2
THW
2332
abrdn World Healthcare Fund
THW
$490M
$12.8K ﹤0.01%
+1,000
GABC icon
2333
German American Bancorp
GABC
$1.48B
$12.8K ﹤0.01%
326
PNTG icon
2334
Pennant Group
PNTG
$1.18B
$12.7K ﹤0.01%
452
-2,946
KTB icon
2335
Kontoor Brands
KTB
$3.69B
$12.7K ﹤0.01%
208
-1,037
WDS icon
2336
Woodside Energy
WDS
$42.5B
$12.7K ﹤0.01%
815
+187
SMTC icon
2337
Semtech
SMTC
$7.64B
$12.7K ﹤0.01%
172
+169
MJ icon
2338
Amplify Alternative Harvest ETF
MJ
$123M
$12.7K ﹤0.01%
425
CLIP icon
2339
Global X 1-3 Month T-Bill ETF
CLIP
$2.2B
$12.6K ﹤0.01%
+126
UTL icon
2340
Unitil
UTL
$953M
$12.5K ﹤0.01%
258
-5
VFC icon
2341
VF Corp
VFC
$6.23B
$12.5K ﹤0.01%
690
-4,582
CIM
2342
Chimera Investment
CIM
$1.11B
$12.4K ﹤0.01%
+1,000
ALX
2343
Alexander's
ALX
$1.27B
$12.4K ﹤0.01%
57
+4
RRC icon
2344
Range Resources
RRC
$10B
$12.4K ﹤0.01%
351
+232
FFIN icon
2345
First Financial Bankshares
FFIN
$4.25B
$12.3K ﹤0.01%
413
-1,073
AIV
2346
Aimco
AIV
$607M
$12.2K ﹤0.01%
2,058
DHT icon
2347
DHT Holdings
DHT
$2.75B
$12.2K ﹤0.01%
1,000
-133
MGA icon
2348
Magna International
MGA
$15.8B
$12.2K ﹤0.01%
229
BBUC
2349
Brookfield Business Corp
BBUC
$2.24B
$12.2K ﹤0.01%
340
JMST icon
2350
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.17B
$12.2K ﹤0.01%
+239
92 93
94
95 96