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
TPB icon
3151
Turning Point Brands
TPB
$1.68B
– –
-20
TPZ
3152
Tortoise Electrification Infrastructure ETF
TPZ
$129M
– –
-164
TUA icon
3153
Simplify Short Term Treasury Futures Strategy ETF
TUA
$745M
– –
-35
TWI icon
3154
Titan International
TWI
$469M
– –
-224
UCON icon
3155
First Trust Smith Unconstrained Bond ETF
UCON
$3.27B
– –
-1
ULCC icon
3156
Frontier Group Holdings
ULCC
$1.36B
– –
-488
UNG icon
3157
United States Natural Gas Fund
UNG
$446M
– –
-1,500
VITL icon
3158
Vital Farms
VITL
$430M
– –
-38
VKTX icon
3159
Viking Therapeutics
VKTX
$3.3B
– –
-22
VNAM icon
3160
Global X MSCI Vietnam ETF
VNAM
$36.5M
– –
-200
VRME icon
3161
VerifyMe
VRME
$8.87M
– –
-1
VRRM icon
3162
Verra Mobility
VRRM
$655M
– –
-55
VSTS icon
3163
Vestis
VSTS
$1.7B
– –
-13,030
VXX icon
3164
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$182M
– –
-2
WASH icon
3165
Washington Trust Bancorp
WASH
$637M
– –
-105
WBA
3166
DELISTED
Walgreens Boots Alliance
WBA
– –
-62,032
WFH
3167
DELISTED
Direxion Work From Home ETF
WFH
– –
-25
WNC icon
3168
Wabash National
WNC
$299M
– –
-143
WOOF icon
3169
Petco
WOOF
$915M
– –
-250
WTBA icon
3170
West Bancorporation
WTBA
$410M
– –
-16
ZIM icon
3171
ZIM Integrated Shipping Services
ZIM
$3.04B
– –
-3,000
DXYZ
3172
Destiny Tech100
DXYZ
$1.27B
– –
-25
LOAR icon
3173
Loar Holdings
LOAR
$5.93B
– –
-1
ZK
3174
DELISTED
Zeekr
ZK
– –
-400
TE
3175
T1 Energy Inc
TE
$2.63B
– –
-200
125 126
127
128 129