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
CLSD
3451
DELISTED
Clearside Biomedical
CLSD
– –
-73
CNA icon
3452
CNA Financial
CNA
$13B
– –
-1,223
CNBS icon
3453
Amplify Seymour Cannabis ETF
CNBS
$83.6M
– –
-3
CNTY icon
3454
Century Casinos
CNTY
$42.7M
– –
-10,000
COOP
3455
DELISTED
Mr. Cooper
COOP
– –
-309
CQP icon
3456
Cheniere Energy
CQP
$30.2B
– –
-135,703
CRBN icon
3457
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.06B
– –
-41
CRDF icon
3458
Cardiff Oncology
CRDF
$113M
– –
-3,000
CRIS icon
3459
Curis
CRIS
$24.3M
– –
-6
CRMT icon
3460
America's Car Mart
CRMT
$108M
– –
-20
CWBC
3461
Community West Bancshares
CWBC
$652M
– –
-1,200
DGP icon
3462
DB Gold Double Long ETN due February 15, 2038
DGP
$301M
– –
-100
DIVI icon
3463
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.42B
– –
-773
DKL icon
3464
Delek Logistics
DKL
$2.76B
– –
-425
DSGR icon
3465
Distribution Solutions Group
DSGR
$1.24B
– –
-22,136
EJUL icon
3466
Innovator Emerging Markets Power Buffer ETF July
EJUL
$140M
– –
-7,028
ODC icon
3467
Oil-Dri
ODC
$1.05B
– –
-1
STRZ
3468
Starz Entertainment Corp
STRZ
$314M
– –
-368
EMO.RT
3469
DELISTED
ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025
EMO.RT
– –
-18
UTF.RT
3470
DELISTED
Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025
UTF.RT
– –
-4,933
AEF
3471
abrdn Emerging Markets Equity Income Fund
AEF
$357M
– –
0
ALE
3472
DELISTED
Allete
ALE
– –
-172
ALRS icon
3473
Alerus Financial
ALRS
$647M
– –
-2,358
AMRC icon
3474
Ameresco
AMRC
$1.41B
– –
-3,000
ARIS
3475
DELISTED
Aris Water Solutions
ARIS
– –
-949
137 138
139
140 141