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
CRSR icon
3251
Corsair Gaming
CRSR
$605M
– –
-247
CRTO icon
3252
Criteo
CRTO
$940M
– –
-2,470
CSMD icon
3253
Congress SMid Growth ETF
CSMD
$461M
– –
-495
CTKB icon
3254
Cytek Biosciences
CTKB
$560M
– –
-154
CWH icon
3255
Camping World
CWH
$474M
– –
-600
DCOM icon
3256
Dime Community Bancshares
DCOM
$1.39B
– –
-1,316
DCOR icon
3257
Dimensional US Core Equity 1 ETF
DCOR
$2.6B
– –
-137
DFAI icon
3258
Dimensional International Core Equity Market ETF
DFAI
$14.1B
– –
-573
DFSI icon
3259
Dimensional International Sustainability Core 1 ETF
DFSI
$984M
– –
-4
DGICA icon
3260
Donegal Group Class A
DGICA
$623M
– –
-77
DJIA icon
3261
Global X Dow 30 Covered Call ETF
DJIA
$167M
– –
-2,822
DNLI icon
3262
Denali Therapeutics
DNLI
$3.33B
– –
-35
DNN icon
3263
Denison Mines
DNN
$3.42B
– –
-1,000
DRIO icon
3264
DarioHealth
DRIO
$64.6M
– –
-13
DSTL icon
3265
Distillate US Fundamental Stability & Value ETF
DSTL
$1.89B
– –
-3,583
BBD icon
3266
Banco Bradesco
BBD
$40B
– –
-580
BBDC icon
3267
Barings BDC
BBDC
$853M
– –
-2,300
BCYC
3268
Bicycle Therapeutics
BCYC
$373M
– –
-23
BDRY icon
3269
Breakwave Dry Bulk Shipping ETF
BDRY
$36.2M
– –
-75
BFOR icon
3270
Barron's 400 ETF
BFOR
$202M
– –
-300
BHB icon
3271
Bar Harbor Bankshares
BHB
$523M
– –
-500
BHK icon
3272
BlackRock Core Bond Trust
BHK
$677M
– –
-1
BITX icon
3273
2x Bitcoin Strategy ETF
BITX
$968M
– –
-31,482
BKCH icon
3274
Global X Blockchain ETF
BKCH
$232M
– –
-91
BKF icon
3275
iShares MSCI BIC ETF
BKF
$90.4M
– –
0
129 130
131
132 133