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
BKHY icon
3276
BNY Mellon High Yield Beta ETF
BKHY
$382M
– –
-76
BKIE icon
3277
BNY Mellon International Equity ETF
BKIE
$1.22B
– –
-532
BKLC icon
3278
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.18B
– –
-150
BKN
3279
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
– –
-334
BKWO
3280
DELISTED
BNY Mellon Women's Opportunities ETF
BKWO
– –
-3
BLV icon
3281
Vanguard Long-Term Bond ETF
BLV
$6.03B
– –
-26
BMEZ icon
3282
BlackRock Health Sciences Trust II
BMEZ
$908M
– –
-1
BPMC
3283
DELISTED
Blueprint Medicines
BPMC
– –
-4
BRBR icon
3284
BellRing Brands
BRBR
$1.93B
– –
-358
BRCC icon
3285
BRC Inc
BRCC
$102M
– –
-1,420
BRKL
3286
DELISTED
Brookline Bancorp
BRKL
– –
-108
BRY
3287
DELISTED
Berry Corp
BRY
– –
-1
BTT icon
3288
BlackRock Municipal 2030 Target Term Trust
BTT
$1.46B
– –
0
BUR icon
3289
Burford Capital
BUR
$1.81B
– –
-3
CAL icon
3290
Caleres
CAL
$342M
– –
-46
SFGV
3291
Sequoia Global Value ETF
SFGV
$1.11B
– –
-240
CHGX icon
3292
AXS Change Finance ESG ETF
CHGX
$141M
– –
-6
CHRD icon
3293
Chord Energy
CHRD
$7B
– –
-10
CHX
3294
DELISTED
ChampionX
CHX
– –
-23,927
CLBK icon
3295
Columbia Financial
CLBK
$1.86B
– –
-10
CLOU icon
3296
Global X Cloud Computing ETF
CLOU
$218M
– –
-102
CLOV icon
3297
Clover Health Investments
CLOV
$1.05B
– –
0
CMCO icon
3298
Columbus McKinnon
CMCO
$479M
– –
-93
CNK icon
3299
Cinemark Holdings
CNK
$3.13B
– –
-24
CNRG icon
3300
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$188M
– –
-401
130 131
132
133 134