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
FTGC icon
3326
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.62B
– –
0
FTSL icon
3327
First Trust Senior Loan Fund ETF
FTSL
$2.27B
– –
-113
FXA icon
3328
Invesco CurrencyShares Australian Dollar Trust
FXA
$106M
– –
-1
GEL icon
3329
Genesis Energy
GEL
$2.08B
– –
-200
GEO icon
3330
The GEO Group
GEO
$2.45B
– –
-1,520
GES
3331
DELISTED
Guess Inc
GES
– –
-143
GERN icon
3332
Geron
GERN
$961M
– –
-107
GKOS icon
3333
Glaukos
GKOS
$7.07B
– –
-1
XRN
3334
Chiron Real Estate Inc
XRN
$465M
– –
-6
GMS
3335
DELISTED
GMS Inc
GMS
– –
-78
GOGL
3336
DELISTED
Golden Ocean Group
GOGL
– –
-1,000
GPCR icon
3337
Structure Therapeutics
GPCR
$3.33B
– –
-33
GREE icon
3338
Greenidge Generation Holdings
GREE
$19.5M
– –
-2
GRNT icon
3339
Granite Ridge Resources
GRNT
$743M
– –
-5,000
GRVY
3340
GRAVITY
GRVY
$432M
– –
-21
GSL icon
3341
Global Ship Lease
GSL
$1.35B
– –
-11
GT icon
3342
Goodyear
GT
$2.02B
– –
-200
HCI icon
3343
HCI Group
HCI
$1.99B
– –
-5
HCSG icon
3344
Healthcare Services Group
HCSG
$1.49B
– –
-335
HES
3345
DELISTED
Hess
HES
– –
-1,228
HEZU icon
3346
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$583M
– –
-346
HLX icon
3347
Helix Energy Solutions
HLX
$1.43B
– –
-263
HOLO icon
3348
MicroCloud Hologram
HOLO
$44.4M
– –
-75
HPK icon
3349
HighPeak Energy
HPK
$788M
– –
-12
HTEC icon
3350
ROBO Global Healthcare Technology and Innovation ETF
HTEC
$51.6M
– –
0
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