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
STR
3201
DELISTED
Sitio Royalties
STR
– –
-1,978,245
SWTX
3202
DELISTED
SpringWorks Therapeutics
SWTX
– –
-43
TDUP icon
3203
ThredUp
TDUP
$1.03B
– –
-1,400
TFII icon
3204
TFI International
TFII
$8.45B
– –
-20
THCH icon
3205
TH International
THCH
$72M
– –
-700
THRM icon
3206
Gentherm
THRM
$1.13B
– –
-59
TIPX icon
3207
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$1.78B
– –
0
TLTW icon
3208
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.65B
– –
-2,839
TNK icon
3209
Teekay Tankers
TNK
$1.85B
– –
-28
TPB icon
3210
Turning Point Brands
TPB
$2.01B
– –
-20
TPZ
3211
Tortoise Power & Energy Infrastructure Fund
TPZ
$121M
– –
-164
TUA icon
3212
Simplify Short Term Treasury Futures Strategy ETF
TUA
$662M
– –
-35
TWI icon
3213
Titan International
TWI
$536M
– –
-224
UCON icon
3214
First Trust Smith Unconstrained Bond ETF
UCON
$3.12B
– –
-1
ULCC icon
3215
Frontier Group Holdings
ULCC
$1.31B
– –
-488
UNG icon
3216
United States Natural Gas Fund
UNG
$465M
– –
-1,500
VITL icon
3217
Vital Farms
VITL
$1.54B
– –
-38
VKTX icon
3218
Viking Therapeutics
VKTX
$4.19B
– –
-22
VNAM icon
3219
Global X MSCI Vietnam ETF
VNAM
$24.9M
– –
-200
VRME icon
3220
VerifyMe
VRME
$8.67M
– –
-1
VRRM icon
3221
Verra Mobility
VRRM
$3.48B
– –
-55
VSCO icon
3222
Victoria's Secret
VSCO
$4.37B
– –
-1,321
VSTS icon
3223
Vestis
VSTS
$1B
– –
-13,030
VXX icon
3224
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$214M
– –
-2
WASH icon
3225
Washington Trust Bancorp
WASH
$586M
– –
-105
127 128
129
130 131