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
BKN
3276
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
– –
-334
BKWO
3277
DELISTED
BNY Mellon Women's Opportunities ETF
BKWO
– –
-3
BLV icon
3278
Vanguard Long-Term Bond ETF
BLV
$5.99B
– –
-26
BMEZ icon
3279
BlackRock Health Sciences Trust II
BMEZ
$890M
– –
-1
BPMC
3280
DELISTED
Blueprint Medicines
BPMC
– –
-4
BRBR icon
3281
BellRing Brands
BRBR
$1.91B
– –
-358
BRCC icon
3282
BRC Inc
BRCC
$129M
– –
-1,420
BRKL
3283
DELISTED
Brookline Bancorp
BRKL
– –
-108
BRY
3284
DELISTED
Berry Corp
BRY
– –
-1
BTT icon
3285
BlackRock Municipal 2030 Target Term Trust
BTT
$1.46B
– –
0
BUR icon
3286
Burford Capital
BUR
$981M
– –
-3
CAL icon
3287
Caleres
CAL
$463M
– –
-46
SFGV
3288
Sequoia Global Value ETF
SFGV
$1.12B
– –
-240
CHGX icon
3289
AXS Change Finance ESG ETF
CHGX
$149M
– –
-6
CHRD icon
3290
Chord Energy
CHRD
$7.78B
– –
-10
CHX
3291
DELISTED
ChampionX
CHX
– –
-23,927
CLBK icon
3292
Columbia Financial
CLBK
$1.89B
– –
-10
CLOU icon
3293
Global X Cloud Computing ETF
CLOU
$204M
– –
-102
CLOV icon
3294
Clover Health Investments
CLOV
$1.26B
– –
0
CMCO icon
3295
Columbus McKinnon
CMCO
$456M
– –
-93
CNK icon
3296
Cinemark Holdings
CNK
$3.34B
– –
-24
CNRG icon
3297
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$219M
– –
-401
CODX
3298
Co-Diagnostics
CODX
$6.16M
– –
-33
COMT icon
3299
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.06B
– –
-495
COTY icon
3300
Coty
COTY
$2.06B
– –
0
130 131
132
133 134