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
METC icon
2376
Ramaco Resources Class A
METC
$1.01B
$11.6K ﹤0.01%
642
+142
STNE icon
2377
StoneCo
STNE
$3.47B
$11.6K ﹤0.01%
781
-112
SAR icon
2378
Saratoga Investment
SAR
$367M
$11.5K ﹤0.01%
500
HWC icon
2379
Hancock Whitney
HWC
$5.01B
$11.5K ﹤0.01%
181
-664
USAC icon
2380
USA Compression Partners
USAC
$3.99B
$11.5K ﹤0.01%
500
USFR icon
2381
WisdomTree Floating Rate Treasury Fund
USFR
$16.1B
$11.5K ﹤0.01%
+228
GT icon
2382
Goodyear
GT
$2.05B
$11.5K ﹤0.01%
+1,308
AMBA icon
2383
Ambarella
AMBA
$2.3B
$11.4K ﹤0.01%
161
GBIL icon
2384
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.11B
$11.4K ﹤0.01%
+114
GDDY icon
2385
GoDaddy
GDDY
$11.7B
$11.4K ﹤0.01%
92
-518
AIS
2386
VistaShares Artificial Intelligence Supercycle ETF
AIS
$181M
$11.3K ﹤0.01%
+300
ALK icon
2387
Alaska Air
ALK
$4.56B
$11.2K ﹤0.01%
223
+90
UTG icon
2388
Reaves Utility Income Fund
UTG
$3.66B
$11.2K ﹤0.01%
306
+4
LRN icon
2389
Stride
LRN
$3.59B
$11.2K ﹤0.01%
172
-118
AOA icon
2390
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.8B
$11.2K ﹤0.01%
125
+24
CVE icon
2391
Cenovus Energy
CVE
$44.5B
$11.1K ﹤0.01%
+655
AMKR icon
2392
Amkor Technology
AMKR
$10.4B
$11.1K ﹤0.01%
280
+230
CROX icon
2393
Crocs
CROX
$4.03B
$11K ﹤0.01%
129
+40
AEHR icon
2394
Aehr Test Systems
AEHR
$1.19B
$11K ﹤0.01%
544
+540
ROBT icon
2395
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$651M
$10.9K ﹤0.01%
211
+176
AGEM
2396
abrdn Emerging Markets Dividend Active ETF
AGEM
$264M
$10.9K ﹤0.01%
+285
NVST icon
2397
Envista
NVST
$4.3B
$10.8K ﹤0.01%
499
+160
ADC icon
2398
Agree Realty
ADC
$9.59B
$10.8K ﹤0.01%
150
+145
VOYA icon
2399
Voya Financial
VOYA
$6.12B
$10.8K ﹤0.01%
145
+108
TGLS icon
2400
Tecnoglass
TGLS
$2B
$10.8K ﹤0.01%
214
-34
94 95
96
97 98