CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56B
AUM Growth
+$8.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,351
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$145M
3
+$122M
4
SPOT icon
Spotify
SPOT
+$113M
5
AVGO icon
Broadcom
AVGO
+$106M

Top Sells

1
+$825M
2
+$177M
3
+$175M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$139M
5
UNH icon
UnitedHealth
UNH
+$122M

Sector Composition

1 Technology 27.93%
2 Financials 12.75%
3 Healthcare 10.35%
4 Consumer Discretionary 9.14%
5 Industrials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KALU icon
3326
Kaiser Aluminum
KALU
$1.7B
– –
-20
KN icon
3327
Knowles
KN
$1.99B
– –
-607
KRC icon
3328
Kilroy Realty
KRC
$4.82B
– –
-722
KRUS icon
3329
Kura Sushi USA
KRUS
$653M
– –
-26
KSA icon
3330
iShares MSCI Saudi Arabia ETF
KSA
$647M
– –
-176
KSS icon
3331
Kohl's
KSS
$2.59B
– –
-250
KVHI icon
3332
KVH Industries
KVHI
$119M
– –
-100
KWR icon
3333
Quaker Houghton
KWR
$2.33B
– –
-1
LABU icon
3334
Direxion Daily S&P Biotech Bull 3X Shares
LABU
$845M
– –
-1,000
LAES icon
3335
SEALSQ Corp
LAES
$869M
– –
-30,000
LMB icon
3336
Limbach Holdings
LMB
$857M
– –
-28
LNN icon
3337
Lindsay Corp
LNN
$1.26B
– –
-1
LQDH icon
3338
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$682M
– –
-66
LUNR icon
3339
Intuitive Machines
LUNR
$1.34B
– –
-2,500
LVHI icon
3340
Franklin International Low Volatility High Dividend Index ETF
LVHI
$3.63B
– –
-422
LXP icon
3341
LXP Industrial Trust
LXP
$2.88B
– –
-36
MCFT icon
3342
MasterCraft Boat Holdings
MCFT
$295M
– –
-81
MCBS icon
3343
MetroCity Bankshares
MCBS
$773M
– –
-20,000
MDGL icon
3344
Madrigal Pharmaceuticals
MDGL
$13.1B
– –
-14
MEG icon
3345
Montrose Environmental
MEG
$929M
– –
-98
MEOH icon
3346
Methanex
MEOH
$2.95B
– –
-34
MIO
3347
DELISTED
Pioneer Municipal High Income Opportunities Fund
MIO
– –
-2,500
MPW icon
3348
Medical Properties Trust
MPW
$3.3B
– –
-1
MRTN icon
3349
Marten Transport
MRTN
$916M
– –
-321
MTLS
3350
Materialise
MTLS
$345M
– –
-600
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