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
IWTR
3326
DELISTED
iShares MSCI Water Management Multisector ETF
IWTR
– –
-188
JAMF
3327
DELISTED
Jamf
JAMF
– –
-43
JBGS
3328
JBG SMITH
JBGS
$867M
– –
-5
JFR icon
3329
Nuveen Floating Rate Income Fund
JFR
$1.22B
– –
-1
JMEE icon
3330
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.71B
– –
-1,535
JMST icon
3331
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.45B
– –
-1,950
JNPR
3332
DELISTED
Juniper Networks
JNPR
– –
-1,338
JNUG icon
3333
Direxion Daily Junior Gold Miners Index Bull 2X ETF
JNUG
$340M
– –
-25
KBA icon
3334
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$156M
– –
-10
KBR icon
3335
KBR
KBR
$4.51B
– –
-2
KEX icon
3336
Kirby Corp
KEX
$7.54B
– –
-1
KLG
3337
DELISTED
WK Kellogg Co
KLG
– –
-412
KRNY icon
3338
Kearny Financial
KRNY
$523M
– –
-278
KURA icon
3339
Kura Oncology
KURA
$776M
– –
-9
KVYO icon
3340
Klaviyo
KVYO
$4.66B
– –
-300
KW icon
3341
Kennedy-Wilson Holdings
KW
$1.53B
– –
-173
LC icon
3342
LendingClub
LC
$1.98B
– –
-2,000
LE icon
3343
Lands' End
LE
$328M
– –
-30
LEE icon
3344
Lee Enterprises
LEE
$230M
– –
-180
LESL icon
3345
Leslie's
LESL
$43.3M
– –
-25
LFST icon
3346
Lifestance Health
LFST
$2.83B
– –
-150
LI icon
3347
Li Auto
LI
$14.4B
– –
-81
LMNR icon
3348
Limoneira
LMNR
$214M
– –
-6,000
CYPH
3349
Cypherpunk Technologies Inc
CYPH
$55.2M
– –
-1,500
LRGE icon
3350
ClearBridge Large Cap Growth Select ETF
LRGE
$433M
– –
-3,736
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