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
ABX
3251
Abacus Global Management
ABX
$889M
– –
-23
AEO icon
3252
American Eagle Outfitters
AEO
$3.03B
– –
-57
AGO icon
3253
Assured Guaranty
AGO
$3.74B
– –
-1
AKRO
3254
DELISTED
Akero Therapeutics
AKRO
– –
-13
AMRN
3255
Amarin Corp
AMRN
$306M
– –
-34
AMR icon
3256
Alpha Metallurgical Resources
AMR
$2.54B
– –
-60
ANSS
3257
DELISTED
Ansys
ANSS
– –
-3,554
AROC icon
3258
Archrock
AROC
$6.34B
– –
-4
AVLV icon
3259
Avantis US Large Cap Value ETF
AVLV
$11.5B
– –
-57
AVSD icon
3260
Avantis Responsible International Equity ETF
AVSD
$443M
– –
-2
AVXL icon
3261
Anavex Life Sciences
AVXL
$307M
– –
-1,200
AZEK
3262
DELISTED
The AZEK Co
AZEK
– –
-631
BBD icon
3263
Banco Bradesco
BBD
$41.6B
– –
-580
BBDC icon
3264
Barings BDC
BBDC
$914M
– –
-2,300
BCYC
3265
Bicycle Therapeutics
BCYC
$338M
– –
-23
BDRY icon
3266
Breakwave Dry Bulk Shipping ETF
BDRY
$48.8M
– –
-75
BFOR icon
3267
Barron's 400 ETF
BFOR
$213M
– –
-300
BHB icon
3268
Bar Harbor Bankshares
BHB
$576M
– –
-500
BHK icon
3269
BlackRock Core Bond Trust
BHK
$663M
– –
-1
BITX icon
3270
2x Bitcoin Strategy ETF
BITX
$1.25B
– –
-31,482
BKCH icon
3271
Global X Blockchain ETF
BKCH
$281M
– –
-91
BKF icon
3272
iShares MSCI BIC ETF
BKF
$91M
– –
0
BKHY icon
3273
BNY Mellon High Yield Beta ETF
BKHY
$153M
– –
-76
BKIE icon
3274
BNY Mellon International Equity ETF
BKIE
$1.19B
– –
-532
BKLC icon
3275
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.46B
– –
-150
129 130
131
132 133