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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
$58.4B
AUM Growth
+$2.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,361
New
Increased
Reduced
Closed

Top Buys

1
+$229M
2
+$182M
3
+$180M
4
META icon
Meta Platforms (Facebook)
META
+$133M
5
MDLZ icon
Mondelez International
MDLZ
+$119M

Top Sells

1
+$314M
2
+$233M
3
+$194M
4
CRM icon
Salesforce
CRM
+$194M
5
BRO icon
Brown & Brown
BRO
+$132M

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
3076
DELISTED
Urgent.ly
ULY
$6 ﹤0.01%
2
REAX icon
3077
Real Brokerage
REAX
$371M
$4 ﹤0.01%
+1
AEF
3078
abrdn Emerging Markets Equity Income Fund
AEF
$371M
– –
-890
PSEC icon
3079
Prospect Capital
PSEC
$1.13B
$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
$1B
– –
-3
HUBCZ icon
3082
Hub Cyber Security Warrant
HUBCZ
$65.2K
$1 ﹤0.01%
100
HCWC
3083
Healthy Choice Wellness
HCWC
$7.21M
$1 ﹤0.01%
1
DSX.WS icon
3084
Diana Shipping Inc Warrants exp 2026
DSX.WS
$4.71M
$1 ﹤0.01%
13
CTKB icon
3085
Cytek Biosciences
CTKB
$517M
– –
-154
CWH icon
3086
Camping World
CWH
$429M
– –
-600
DCOM icon
3087
Dime Commercial Bancshares
DCOM
$1.7B
– –
-1,316
DCOR icon
3088
Dimensional US Core Equity 1 ETF
DCOR
$3.11B
– –
-137
PLG
3089
Platinum Group Metals
PLG
$180M
– –
-5,493
POWA icon
3090
Invesco Bloomberg Pricing Power ETF
POWA
$176M
– –
-1
PSCE icon
3091
Invesco S&P SmallCap Energy ETF
PSCE
$119M
– –
-10
PSFE icon
3092
Paysafe
PSFE
$360M
– –
-34
PTA icon
3093
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
$1.08B
– –
-1,894
QAT icon
3094
iShares MSCI Qatar ETF
QAT
$86.4M
– –
-60
QDEL icon
3095
QuidelOrtho
QDEL
$994M
– –
-5
QMCO icon
3096
Quantum Corp
QMCO
$183M
– –
-10,404
OUSTZ
3097
DELISTED
Ouster Inc Warrants
OUSTZ
– –
-400
SFD
3098
Smithfield Foods
SFD
$10.5B
– –
-296
USAR
3099
USA Rare Earth Inc
USAR
$5.59B
– –
-8,010
NMAX
3100
Newsmax Inc
NMAX
$1.2B
– –
-6,883
122 123
124
125 126