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
FRDM icon
2426
Freedom 100 Emerging Markets ETF
FRDM
$2.69B
$9.89K ﹤0.01%
193
TDOC icon
2427
Teladoc Health
TDOC
$976M
$9.88K ﹤0.01%
1,412
-60
KXI icon
2428
iShares Global Consumer Staples ETF
KXI
$993M
$9.88K ﹤0.01%
153
+2
BZH icon
2429
Beazer Homes USA
BZH
$641M
$9.83K ﹤0.01%
485
AEBI
2430
Aebi Schmidt Holding AG
AEBI
$1.03B
$9.83K ﹤0.01%
777
DRVN icon
2431
Driven Brands
DRVN
$1.69B
$9.75K ﹤0.01%
658
IMFL icon
2432
Invesco International Developed Dynamic Multifactor ETF
IMFL
$915M
$9.67K ﹤0.01%
325
+3
DFNL icon
2433
Davis Select Financial ETF
DFNL
$438M
$9.67K ﹤0.01%
+200
QFIN icon
2434
Qfin Holdings
QFIN
$1.85B
$9.63K ﹤0.01%
500
GAB icon
2435
Gabelli Equity Trust
GAB
$1.81B
$9.6K ﹤0.01%
1,556
+36
NAD icon
2436
Nuveen Quality Municipal Income Fund
NAD
$2.82B
$9.55K ﹤0.01%
795
YORW icon
2437
York Water
YORW
$458M
$9.55K ﹤0.01%
300
VNM icon
2438
VanEck Vietnam ETF
VNM
$579M
$9.54K ﹤0.01%
500
FVAL icon
2439
Fidelity Value Factor ETF
FVAL
$1.12B
$9.51K ﹤0.01%
+132
GLNG icon
2440
Golar LNG
GLNG
$4.56B
$9.45K ﹤0.01%
254
+2
EPOL icon
2441
iShares MSCI Poland ETF
EPOL
$611M
$9.43K ﹤0.01%
268
AWI icon
2442
Armstrong World Industries
AWI
$7.13B
$9.36K ﹤0.01%
49
-130
AS icon
2443
Amer Sports
AS
$19.4B
$9.34K ﹤0.01%
+250
YELP icon
2444
Yelp
YELP
$1.47B
$9.33K ﹤0.01%
307
-585
WSBC icon
2445
WesBanco
WSBC
$3.24B
$9.31K ﹤0.01%
280
-1,744
URTH icon
2446
iShares MSCI World ETF
URTH
$6.73B
$9.29K ﹤0.01%
50
PKX icon
2447
POSCO
PKX
$18.1B
$9.26K ﹤0.01%
174
EPS icon
2448
WisdomTree US LargeCap Fund
EPS
$1.38B
$9.21K ﹤0.01%
130
-30
CHEF icon
2449
Chefs' Warehouse
CHEF
$2.6B
$9.16K ﹤0.01%
147
-230
BSTZ icon
2450
BlackRock Science and Technology Term Trust
BSTZ
$1.45B
$9.12K ﹤0.01%
403
+14
96 97
98
99 100