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
SAMT icon
3176
Strategas Macro Thematic Opportunities ETF
SAMT
$486M
– –
-2,070
SCHK icon
3177
Schwab 1000 Index ETF
SCHK
$4.86B
– –
-3,700
SCMB icon
3178
Schwab Municipal Bond ETF
SCMB
$3.66B
– –
-6,000
SCO icon
3179
ProShares UltraShort Bloomberg Crude Oil
SCO
$228M
– –
-36
SEZL icon
3180
Sezzle
SEZL
$2.43B
– –
-1,722
SHOO icon
3181
Steven Madden
SHOO
$2.42B
– –
-1
SIVR icon
3182
abrdn Physical Silver Shares ETF
SIVR
$6.47B
– –
-1,510
SJT
3183
San Juan Basin Royalty Trust
SJT
$234M
– –
-28
SKIN icon
3184
The Beauty Health Co
SKIN
$149M
– –
-300
SKM icon
3185
SK Telecom
SKM
$11.5B
– –
-159
SKX
3186
DELISTED
Skechers
SKX
– –
-191
SLNO icon
3187
Soleno Therapeutics
SLNO
$2.17B
– –
-3
SLP icon
3188
Simulations Plus
SLP
$242M
– –
-120
SMBK icon
3189
SmartFinancial
SMBK
$649M
– –
-8
SMOG icon
3190
VanEck Low Carbon Energy ETF
SMOG
$136M
– –
-4
SNDR icon
3191
Schneider National
SNDR
$4.47B
– –
-3
SPMB icon
3192
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.91B
– –
0
SPTI icon
3193
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.53B
– –
-1,789
SPWH icon
3194
Sportsman's Warehouse
SPWH
$52.7M
– –
-2,000
SQM icon
3195
Sociedad Química y Minera de Chile
SQM
$21.8B
– –
-168
SRG
3196
Seritage Growth Properties
SRG
$157M
– –
-50
SRRK icon
3197
Scholar Rock
SRRK
$4.55B
– –
-1
STKL
3198
SunOpta
STKL
$764M
– –
-600
STR
3199
DELISTED
Sitio Royalties
STR
– –
-1,978,245
SWTX
3200
DELISTED
SpringWorks Therapeutics
SWTX
– –
-43
126 127
128
129 130