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
ADTN icon
2351
Adtran
ADTN
$815M
$12.2K ﹤0.01%
+1,400
SANM icon
2352
Sanmina
SANM
$6.81B
$12.2K ﹤0.01%
81
+66
STVN icon
2353
Stevanato
STVN
$4.11B
$12.1K ﹤0.01%
600
FENC icon
2354
Fennec Pharmaceuticals
FENC
$262M
$12.1K ﹤0.01%
1,565
BITW
2355
Bitwise 10 Crypto Index ETF
BITW
$923M
$12K ﹤0.01%
+205
FEP icon
2356
First Trust Europe AlphaDEX Fund
FEP
$470M
$12K ﹤0.01%
223
ZETA icon
2357
Zeta Global
ZETA
$4.39B
$12K ﹤0.01%
589
-15,076
ASA
2358
ASA Gold and Precious Metals
ASA
$1.31B
$11.9K ﹤0.01%
200
HURN icon
2359
Huron Consulting
HURN
$2.25B
$11.9K ﹤0.01%
69
+31
RWL icon
2360
Invesco S&P 500 Revenue ETF
RWL
$8.03B
$11.9K ﹤0.01%
104
PLOW icon
2361
Douglas Dynamics
PLOW
$972M
$11.9K ﹤0.01%
365
-839
LCII icon
2362
LCI Industries
LCII
$3.01B
$11.9K ﹤0.01%
98
+6
UVE icon
2363
Universal Insurance Holdings
UVE
$946M
$11.8K ﹤0.01%
350
QGEN icon
2364
Qiagen
QGEN
$8.37B
$11.8K ﹤0.01%
263
+134
ACA icon
2365
Arcosa
ACA
$5.3B
$11.8K ﹤0.01%
111
+11
EVER icon
2366
EverQuote
EVER
$584M
$11.8K ﹤0.01%
437
+37
AL icon
2367
Air Lease Corp
AL
$7.25B
$11.8K ﹤0.01%
183
-16
CRBG icon
2368
Corebridge Financial
CRBG
$11B
$11.7K ﹤0.01%
+389
SFL icon
2369
SFL Corp
SFL
$1.35B
$11.7K ﹤0.01%
1,500
KNX icon
2370
Knight Transportation
KNX
$8.64B
$11.7K ﹤0.01%
224
-2,615
CWAN icon
2371
Clearwater Analytics
CWAN
$6.84B
$11.7K ﹤0.01%
485
AGCO icon
2372
AGCO
AGCO
$8.58B
$11.7K ﹤0.01%
112
-356
SPIP icon
2373
State Street SPDR Portfolio TIPS ETF
SPIP
$997M
$11.6K ﹤0.01%
447
-928
UBSI icon
2374
United Bankshares
UBSI
$5.47B
$11.6K ﹤0.01%
+302
PUK icon
2375
Prudential
PUK
$36.6B
$11.6K ﹤0.01%
372
+277