CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$58.4B
AUM Growth
+$2.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,361
New
Increased
Reduced
Closed

Top Buys

1
+$247M
2
+$181M
3
+$154M
4
META icon
Meta Platforms (Facebook)
META
+$131M
5
TMO icon
Thermo Fisher Scientific
TMO
+$121M

Top Sells

1
+$315M
2
+$229M
3
+$202M
4
CRM icon
Salesforce
CRM
+$182M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$142M

Sector Composition

1 Technology 27.58%
2 Financials 12.32%
3 Healthcare 10.12%
4 Industrials 9.33%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ULY icon
3076
Urgent.ly
ULY
$4.78M
$6 ﹤0.01%
2
REAX icon
3077
Real Brokerage
REAX
$845M
$4 ﹤0.01%
+1
AEF
3078
abrdn Emerging Markets Equity Income Fund
AEF
$280M
– –
-890
PSEC icon
3079
Prospect Capital
PSEC
$1.21B
$3 ﹤0.01%
1
CIG icon
3080
CEMIG Preferred Shares
CIG
$5.89B
$2 ﹤0.01%
1
RNP icon
3081
Cohen & Steers REIT and Preferred and Income Fund
RNP
$941M
– –
-3
DSX.WS icon
3082
Diana Shipping Inc Warrants exp 2026
DSX.WS
$1.94M
$1 ﹤0.01%
13
HUBCZ icon
3083
Hub Cyber Security Warrant
HUBCZ
$44.2K
$1 ﹤0.01%
100
HCWC
3084
Healthy Choice Wellness
HCWC
$5M
$1 ﹤0.01%
1
ZIM icon
3085
ZIM Integrated Shipping Services
ZIM
$2.46B
– –
-3,000
DXYZ
3086
Destiny Tech100
DXYZ
$492M
– –
-25
LOAR icon
3087
Loar Holdings
LOAR
$6.44B
– –
-1
ZK icon
3088
Zeekr
ZK
$6.85B
– –
-400
TE
3089
T1 Energy Inc
TE
$1.07B
– –
-200
ETHU
3090
2x Ether ETF
ETHU
$1.5B
– –
-1,007
INV
3091
Innventure Inc
INV
$320M
– –
-400
THRO
3092
iShares U.S. Thematic Rotation Active ETF
THRO
$6.93B
– –
-901
INGM
3093
Ingram Micro Holding
INGM
$5.08B
– –
-293
FLG
3094
Flagstar Bank National Association
FLG
$5.44B
– –
-62
SNRE
3095
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
– –
-82
OUSTZ
3096
Ouster Inc Warrants
OUSTZ
$1.39M
– –
-400
SFD
3097
Smithfield Foods
SFD
$8.89B
– –
-296
USAR
3098
USA Rare Earth Inc
USAR
$2.07B
– –
-8,010
NMAX
3099
Newsmax Inc
NMAX
$1.21B
– –
-6,883
SMA
3100
SmartStop Self Storage REIT
SMA
$1.8B
– –
-760
122 123
124
125 126