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
BHB icon
3251
Bar Harbor Bankshares
BHB
$547M
– –
-500
BHK icon
3252
BlackRock Core Bond Trust
BHK
$689M
– –
-1
BITX icon
3253
2x Bitcoin Strategy ETF
BITX
$1.56B
– –
-31,482
BKCH icon
3254
Global X Blockchain ETF
BKCH
$355M
– –
-91
BKF icon
3255
iShares MSCI BIC ETF
BKF
$88.3M
– –
0
BKHY icon
3256
BNY Mellon High Yield Beta ETF
BKHY
$406M
– –
-76
BKIE icon
3257
BNY Mellon International Equity ETF
BKIE
$1.1B
– –
-532
BKLC icon
3258
BNY Mellon US Large Cap Core Equity ETF
BKLC
$4.9B
– –
-150
BKN icon
3259
BlackRock Investment Quality Municipal Trust
BKN
$194M
– –
-334
BKWO
3260
DELISTED
BNY Mellon Women's Opportunities ETF
BKWO
– –
-3
BLV icon
3261
Vanguard Long-Term Bond ETF
BLV
$5.82B
– –
-26
BMEZ icon
3262
BlackRock Health Sciences Trust II
BMEZ
$958M
– –
-1
BPMC
3263
DELISTED
Blueprint Medicines
BPMC
– –
-4
BRBR icon
3264
BellRing Brands
BRBR
$4B
– –
-358
BRCC icon
3265
BRC Inc
BRCC
$146M
– –
-1,420
BRKL
3266
DELISTED
Brookline Bancorp
BRKL
– –
-108
BRY icon
3267
Berry Corp
BRY
$262M
– –
-1
BTT icon
3268
BlackRock Municipal 2030 Target Term Trust
BTT
$1.44B
– –
0
BUR icon
3269
Burford Capital
BUR
$2.03B
– –
-3
CAL icon
3270
Caleres
CAL
$454M
– –
-46
SFGV
3271
Sequoia Global Value ETF
SFGV
$1.05B
– –
-240
CHGX icon
3272
AXS Change Finance ESG ETF
CHGX
$138M
– –
-6
CHRD icon
3273
Chord Energy
CHRD
$5.69B
– –
-10
CHX
3274
DELISTED
ChampionX
CHX
– –
-23,927
CLBK icon
3275
Columbia Financial
CLBK
$1.81B
– –
-10
129 130
131
132 133