CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$47.4B
AUM Growth
-$7.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,319
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$216M
3
+$179M
4
ETN icon
Eaton
ETN
+$150M
5
AVGO icon
Broadcom
AVGO
+$140M

Top Sells

1
+$328M
2
+$192M
3
+$177M
4
WEC icon
WEC Energy
WEC
+$109M
5
OTIS icon
Otis Worldwide
OTIS
+$107M

Sector Composition

1 Technology 24.92%
2 Financials 12.67%
3 Healthcare 12%
4 Industrials 9.27%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ASB icon
3201
Associated Banc-Corp
ASB
$4B
– –
-337
ATLX icon
3202
Atlas Lithium Corp
ATLX
$121M
– –
-100
AVDE icon
3203
Avantis International Equity ETF
AVDE
$9.6B
– –
-495
AVEM icon
3204
Avantis Emerging Markets Equity ETF
AVEM
$13.6B
– –
-1,457
AVLV icon
3205
Avantis US Large Cap Value ETF
AVLV
$8.2B
– –
-51
BANC icon
3206
Banc of California
BANC
$2.45B
– –
-378
BATT icon
3207
Amplify Lithium & Battery Technology ETF
BATT
$80.9M
– –
-660
BBCA icon
3208
JPMorgan BetaBuilders Canada ETF
BBCA
$8.92B
– –
-195
BBIN icon
3209
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.03B
– –
-107
BBMC icon
3210
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$1.92B
– –
-23
BBUS icon
3211
JPMorgan BetaBuilders US Equity ETF
BBUS
$5.51B
– –
-189
BBW icon
3212
Build-A-Bear
BBW
$736M
– –
-237
BCAT icon
3213
BlackRock Capital Allocation Term Trust
BCAT
$1.52B
– –
-2,331
BCSF icon
3214
Bain Capital Specialty
BCSF
$886M
– –
-1,904
BHC icon
3215
Bausch Health
BHC
$2.22B
– –
-43
BKCH icon
3216
Global X Blockchain ETF
BKCH
$415M
– –
-25
BKU icon
3217
Bankunited
BKU
$2.66B
– –
-383
BLBD icon
3218
Blue Bird Corp
BLBD
$1.75B
– –
-1,548
BLCO icon
3219
Bausch + Lomb
BLCO
$5.26B
– –
-100
BLFY icon
3220
Blue Foundry Bancorp
BLFY
$185M
– –
-18,395
BOE icon
3221
BlackRock Enhanced Global Dividend Trust
BOE
$641M
– –
-202
BUG icon
3222
Global X Cybersecurity ETF
BUG
$1.11B
– –
-1,724
BW icon
3223
Babcock & Wilcox
BW
$365M
– –
-4
CAE icon
3224
CAE Inc
CAE
$8.82B
– –
-983
CALX icon
3225
Calix
CALX
$3.94B
– –
-35
127 128
129
130 131