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
$59.2B
AUM Growth
+$748M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,576
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$269M
3
+$235M
4
LLY icon
Eli Lilly
LLY
+$200M
5
AMD icon
Advanced Micro Devices
AMD
+$127M

Top Sells

1
+$296M
2
+$178M
3
+$161M
4
RTX icon
RTX Corp
RTX
+$144M
5
AMZN icon
Amazon
AMZN
+$143M

Sector Composition

1 Technology 26.14%
2 Financials 11.73%
3 Healthcare 11%
4 Industrials 8.84%
5 Consumer Discretionary 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MPTI.WS
3401
DELISTED
M-tron Industries Warrants
MPTI.WS
– –
-500
SSRM icon
3402
SSR Mining
SSRM
$6.28B
– –
-10
SSYS icon
3403
Stratasys
SSYS
$736M
– –
-20
SVOL icon
3404
Simplify Volatility Premium ETF
SVOL
$591M
– –
-382
TBPH icon
3405
Theravance Biopharma
TBPH
$705M
– –
-4,685
TECK icon
3406
Teck Resources
TECK
$25.8B
– –
-259
TECS icon
3407
Direxion Daily Technology Bear 3x Shares
TECS
$42.7M
– –
-653
TGRW icon
3408
T. Rowe Price Growth Stock ETF
TGRW
$916M
– –
-100
TIPT icon
3409
Tiptree Inc
TIPT
$609M
– –
-1
TSLL icon
3410
Direxion Shares ETF Trust Direxion Daily TSLA Bull 2X ETF
TSLL
$5.07B
– –
-32
TTGT icon
3411
TechTarget
TTGT
$268M
– –
-28
TU icon
3412
Telus
TU
$21.5B
– –
-1,250
UTI icon
3413
Universal Technical Institute
UTI
$1.93B
– –
-252
UWMC icon
3414
UWM Holdings
UWMC
$1.24B
– –
-3,101
VIVK
3415
DELISTED
Vivakor
VIVK
– –
-20,000
VMEO
3416
DELISTED
Vimeo
VMEO
– –
-201
VRNA
3417
DELISTED
Verona Pharma
VRNA
– –
-375
VRNT
3418
DELISTED
Verint Systems
VRNT
– –
-53
VYGR icon
3419
Voyager Therapeutics
VYGR
$229M
– –
-2,000
WB icon
3420
Weibo
WB
$2.41B
– –
-1
WNS
3421
DELISTED
WNS Holdings
WNS
– –
-36
WTTR icon
3422
Select Water Solutions
WTTR
$1.64B
– –
-5,608
XPOF icon
3423
Xponential Fitness
XPOF
$205M
– –
-9
XSD icon
3424
State Street SPDR S&P Semiconductor ETF
XSD
$1.64B
– –
-100
YYY icon
3425
Amplify CEF High Income ETF
YYY
$688M
– –
-2,707
135 136
137
138 139