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
GPCR icon
3301
Structure Therapeutics
GPCR
$2.67B
– –
-33
GREE icon
3302
Greenidge Generation Holdings
GREE
$25.8M
– –
-2
GRNT icon
3303
Granite Ridge Resources
GRNT
$634M
– –
-5,000
GRVY
3304
GRAVITY
GRVY
$404M
– –
-21
GSL icon
3305
Global Ship Lease
GSL
$1.37B
– –
-11
GT icon
3306
Goodyear
GT
$1.64B
– –
-200
HCI icon
3307
HCI Group
HCI
$2B
– –
-5
HCSG icon
3308
Healthcare Services Group
HCSG
$1.4B
– –
-335
HES
3309
DELISTED
Hess
HES
– –
-1,228
HEZU icon
3310
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$538M
– –
-346
HLX icon
3311
Helix Energy Solutions
HLX
$1.36B
– –
-263
HOLO icon
3312
MicroCloud Hologram
HOLO
$39.6M
– –
-75
HPK icon
3313
HighPeak Energy
HPK
$955M
– –
-12
HTEC icon
3314
ROBO Global Healthcare Technology and Innovation ETF
HTEC
$55.6M
– –
0
HTHT icon
3315
Huazhu Hotels Group
HTHT
$13.8B
– –
-54
HYT icon
3316
BlackRock Corporate High Yield Fund
HYT
$1.4B
– –
-2,513
IAF
3317
abrdn Australia Equity Fund
IAF
$116M
– –
-13,821
IAK icon
3318
iShares US Insurance ETF
IAK
$367M
– –
0
IAS
3319
DELISTED
Integral Ad Science
IAS
– –
-180
IBDU icon
3320
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.86B
– –
-674
IBTI icon
3321
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.74B
– –
-449
ICUI icon
3322
ICU Medical
ICUI
$3.41B
– –
-85
INVA icon
3323
Innoviva
INVA
$1.66B
– –
-26
IOVA icon
3324
Iovance Biotherapeutics
IOVA
$1.89B
– –
-165
IPO icon
3325
Renaissance IPO ETF
IPO
$161M
– –
-100
131 132
133
134 135