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
BLKB icon
2451
Blackbaud
BLKB
$2.07B
$9.12K ﹤0.01%
144
+89
ICSH icon
2452
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.06B
$9.1K ﹤0.01%
180
-20
SGHT icon
2453
Sight Sciences
SGHT
$200M
$9.1K ﹤0.01%
1,148
SARK icon
2454
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$71.8M
$9.07K ﹤0.01%
300
PBR icon
2455
Petrobras
PBR
$122B
$9.06K ﹤0.01%
765
+47
SOC icon
2456
Sable Offshore Corp
SOC
$2.44B
$9.02K ﹤0.01%
+1,000
PGNY icon
2457
Progyny
PGNY
$1.47B
$8.94K ﹤0.01%
348
+18
WIT icon
2458
Wipro
WIT
$24.8B
$8.88K ﹤0.01%
3,126
HLIO icon
2459
Helios Technologies
HLIO
$2.18B
$8.83K ﹤0.01%
165
FUN icon
2460
Cedar Fair
FUN
$1.57B
$8.79K ﹤0.01%
573
-3,015
FTDR icon
2461
Frontdoor
FTDR
$4.57B
$8.77K ﹤0.01%
152
-436
PRLB icon
2462
Protolabs
PRLB
$1.37B
$8.75K ﹤0.01%
173
+5
LEVI icon
2463
Levi Strauss
LEVI
$7.14B
$8.73K ﹤0.01%
421
NSIT icon
2464
Insight Enterprises
NSIT
$2.52B
$8.72K ﹤0.01%
107
+7
VPC icon
2465
Virtus Private Credit Strategy ETF
VPC
$37.3M
$8.71K ﹤0.01%
489
+89
FENY icon
2466
Fidelity MSCI Energy Index ETF
FENY
$1.68B
$8.7K ﹤0.01%
351
XFOR icon
2467
X4 Pharmaceuticals
XFOR
$407M
$8.66K ﹤0.01%
2,166
APLS icon
2468
Apellis Pharmaceuticals
APLS
$2.51B
$8.62K ﹤0.01%
343
-34
DSU icon
2469
BlackRock Debt Strategies Fund
DSU
$620M
$8.61K ﹤0.01%
846
OIH icon
2470
VanEck Oil Services ETF
OIH
$2.52B
$8.54K ﹤0.01%
30
TEF
2471
DELISTED
Telefonica
TEF
$8.53K ﹤0.01%
2,107
-2,399
KRC icon
2472
Kilroy Realty
KRC
$3.38B
$8.52K ﹤0.01%
228
+225
EUO icon
2473
ProShares UltraShort Euro
EUO
$36.9M
$8.5K ﹤0.01%
300
IHS icon
2474
IHS Holding
IHS
$2.74B
$8.48K ﹤0.01%
1,137
-527
SITM icon
2475
SiTime
SITM
$9.34B
$8.48K ﹤0.01%
24
+7