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
BHB icon
3251
Bar Harbor Bankshares
BHB
$602M
– –
-500
BHK icon
3252
BlackRock Core Bond Trust
BHK
$642M
– –
-1
BITX icon
3253
2x Bitcoin Strategy ETF
BITX
$698M
– –
-31,482
BKCH icon
3254
Global X Blockchain ETF
BKCH
$344M
– –
-91
BKF icon
3255
iShares MSCI BIC ETF
BKF
$78.8M
– –
0
BKHY icon
3256
BNY Mellon High Yield Beta ETF
BKHY
$151M
– –
-76
BKIE icon
3257
BNY Mellon International Equity ETF
BKIE
$1.21B
– –
-532
BPMC
3258
DELISTED
Blueprint Medicines
BPMC
– –
-4
BRBR icon
3259
BellRing Brands
BRBR
$1.02B
– –
-358
BRCC icon
3260
BRC Inc
BRCC
$151M
– –
-1,420
BRKL
3261
DELISTED
Brookline Bancorp
BRKL
– –
-108
BRY
3262
DELISTED
Berry Corp
BRY
– –
-1
BTT icon
3263
BlackRock Municipal 2030 Target Term Trust
BTT
$1.44B
– –
0
BUR icon
3264
Burford Capital
BUR
$975M
– –
-3
CAL icon
3265
Caleres
CAL
$417M
– –
-46
SFGV
3266
Sequoia Global Value ETF
SFGV
$1.14B
– –
-240
CHGX icon
3267
AXS Change Finance ESG ETF
CHGX
$162M
– –
-6
CHRD icon
3268
Chord Energy
CHRD
$7.59B
– –
-10
CHX
3269
DELISTED
ChampionX
CHX
– –
-23,927
CLBK icon
3270
Columbia Financial
CLBK
$2.11B
– –
-10
CLOU icon
3271
Global X Cloud Computing ETF
CLOU
$266M
– –
-102
CLOV icon
3272
Clover Health Investments
CLOV
$2.02B
– –
0
CMCO icon
3273
Columbus McKinnon
CMCO
$370M
– –
-93
CNK icon
3274
Cinemark Holdings
CNK
$3.65B
– –
-24
CNRG icon
3275
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$248M
– –
-401
129 130
131
132 133