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
CBRL icon
3226
Cracker Barrel
CBRL
$897M
– –
-1,000
CCRN icon
3227
Cross Country Healthcare
CCRN
$421M
– –
-285
CHIQ icon
3228
Global X MSCI China Consumer Discretionary ETF
CHIQ
$243M
– –
-40
CION icon
3229
CION Investment
CION
$476M
– –
-4,000
CLW icon
3230
Clearwater Paper
CLW
$309M
– –
-84
CMDY icon
3231
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$295M
– –
-855
CMPR icon
3232
Cimpress
CMPR
$1.59B
– –
-176
CNOB icon
3233
Center Bancorp
CNOB
$1.27B
– –
-169
CODI icon
3234
Compass Diversified
CODI
$563M
– –
-3,000
COM icon
3235
Direxion Auspice Broad Commodity Strategy ETF
COM
$182M
– –
-183
COMT icon
3236
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$624M
– –
-5,906
CRNC icon
3237
Cerence
CRNC
$507M
– –
-137
CSV icon
3238
Carriage Services
CSV
$693M
– –
-100
CSTL icon
3239
Castle Biosciences
CSTL
$654M
– –
-52
CUBI icon
3240
Customers Bancorp
CUBI
$2.07B
– –
-91
CXW icon
3241
CoreCivic
CXW
$1.9B
– –
-364
DEA
3242
Easterly Government Properties
DEA
$998M
– –
-3,000
DFGR icon
3243
Dimensional Global Real Estate ETF
DFGR
$2.75B
– –
-1,426
DFH icon
3244
Dream Finders Homes
DFH
$2.17B
– –
-73
DIVB icon
3245
iShares Core Dividend ETF
DIVB
$997M
– –
-612
DLN icon
3246
WisdomTree US LargeCap Dividend Fund
DLN
$5.34B
– –
-147
DNOW icon
3247
DNOW Inc
DNOW
$1.48B
– –
-253
DPG
3248
Duff & Phelps Utility and Infrastructure Fund
DPG
$485M
– –
-1
DSX icon
3249
Diana Shipping
DSX
$203M
– –
0
DTF
3250
DTF Tax-Free Income 2028 Term Fund
DTF
$80.3M
– –
-1
128 129
130
131 132