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
FLG
2401
Flagstar Bank National Association
FLG
$5.09B
$10.7K ﹤0.01%
+852
RFG icon
2402
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$307M
$10.6K ﹤0.01%
203
VCEL icon
2403
Vericel Corp
VCEL
$1.67B
$10.6K ﹤0.01%
295
-626
SCHJ icon
2404
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$730M
$10.6K ﹤0.01%
425
+6
BTO
2405
John Hancock Financial Opportunities Fund
BTO
$666M
$10.5K ﹤0.01%
300
OPFI icon
2406
OppFi
OPFI
$228M
$10.5K ﹤0.01%
+1,000
ZGN icon
2407
Zegna
ZGN
$2.61B
$10.5K ﹤0.01%
+1,020
NXP icon
2408
Nuveen Select Tax-Free Income Portfolio
NXP
$754M
$10.4K ﹤0.01%
741
QS icon
2409
QuantumScape Corp
QS
$4.18B
$10.4K ﹤0.01%
1,000
VMO icon
2410
Invesco Municipal Opportunity Trust
VMO
$660M
$10.4K ﹤0.01%
1,088
QTWO icon
2411
Q2 Holdings
QTWO
$3.14B
$10.4K ﹤0.01%
144
+3
UTZ icon
2412
Utz Brands
UTZ
$665M
$10.4K ﹤0.01%
1,000
ARW icon
2413
Arrow Electronics
ARW
$7.17B
$10.4K ﹤0.01%
94
+56
ARKQ icon
2414
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.95B
$10.3K ﹤0.01%
90
CLMB icon
2415
Climb Global Solutions
CLMB
$378M
$10.3K ﹤0.01%
100
SLVM icon
2416
Sylvamo
SLVM
$1.71B
$10.3K ﹤0.01%
213
-77
ARKF icon
2417
ARK Blockchain & Fintech Innovation ETF
ARKF
$837M
$10.2K ﹤0.01%
215
-25
PRCT icon
2418
Procept Biorobotics
PRCT
$1.52B
$10.2K ﹤0.01%
325
+86
VRIG icon
2419
Invesco Variable Rate Investment Grade ETF
VRIG
$1.43B
$10.2K ﹤0.01%
407
SIMO icon
2420
Silicon Motion
SIMO
$4.01B
$10.2K ﹤0.01%
110
MMYT icon
2421
MakeMyTrip
MMYT
$4.42B
$10.1K ﹤0.01%
123
-26
MSOS icon
2422
AdvisorShares Pure US Cannabis ETF
MSOS
$762M
$10.1K ﹤0.01%
2,130
ERIC icon
2423
Ericsson
ERIC
$38.2B
$10K ﹤0.01%
1,041
-187
SHG icon
2424
Shinhan Financial Group
SHG
$28.1B
$9.97K ﹤0.01%
186
+18
TCHP icon
2425
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.78B
$9.97K ﹤0.01%
200
95 96
97
98 99