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
RXST icon
3176
RxSight
RXST
$516M
– –
-3,690
S icon
3177
SentinelOne
S
$5.09B
– –
-2,000
SAMT icon
3178
Strategas Macro Thematic Opportunities ETF
SAMT
$335M
– –
-2,070
SCHK icon
3179
Schwab 1000 Index ETF
SCHK
$4.81B
– –
-3,700
SCMB icon
3180
Schwab Municipal Bond ETF
SCMB
$2.61B
– –
-6,000
SCO icon
3181
ProShares UltraShort Bloomberg Crude Oil
SCO
$93.7M
– –
-36
SEZL icon
3182
Sezzle
SEZL
$2.3B
– –
-1,722
SHOO icon
3183
Steven Madden
SHOO
$3.17B
– –
-1
SIVR icon
3184
abrdn Physical Silver Shares ETF
SIVR
$4.65B
– –
-1,510
SJT
3185
San Juan Basin Royalty Trust
SJT
$259M
– –
-28
SKIN icon
3186
The Beauty Health Co
SKIN
$176M
– –
-300
SKM icon
3187
SK Telecom
SKM
$7.81B
– –
-159
SKX
3188
DELISTED
Skechers
SKX
– –
-191
SLNO icon
3189
Soleno Therapeutics
SLNO
$2.7B
– –
-3
SLP icon
3190
Simulations Plus
SLP
$392M
– –
-120
SMBK icon
3191
SmartFinancial
SMBK
$674M
– –
-8
SMOG icon
3192
VanEck Low Carbon Energy ETF
SMOG
$131M
– –
-4
SNDR icon
3193
Schneider National
SNDR
$4.7B
– –
-3
SPMB icon
3194
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.57B
– –
0
SPTI icon
3195
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.57B
– –
-1,789
SPWH icon
3196
Sportsman's Warehouse
SPWH
$58.1M
– –
-2,000
SQM icon
3197
Sociedad Química y Minera de Chile
SQM
$18.5B
– –
-168
SRG
3198
Seritage Growth Properties
SRG
$196M
– –
-50
SRRK icon
3199
Scholar Rock
SRRK
$4.63B
– –
-1
STKL
3200
SunOpta
STKL
$450M
– –
-600
126 127
128
129 130