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
ARIS
3451
DELISTED
Aris Water Solutions
ARIS
– –
-949
ARKW icon
3452
ARK Web x.0 ETF
ARKW
$1.67B
– –
-6
ATEX icon
3453
Anterix
ATEX
$723M
– –
-226
BBW icon
3454
Build-A-Bear
BBW
$570M
– –
-60
BDSX icon
3455
Biodesix
BDSX
$154M
– –
-1,466
BFST icon
3456
Business First Bancshares
BFST
$868M
– –
-40
BGS icon
3457
B&G Foods
BGS
$446M
– –
-496
BHC icon
3458
Bausch Health
BHC
$1.98B
– –
-783
BMAR icon
3459
Innovator US Equity Buffer ETF March
BMAR
$180M
– –
-700
BME icon
3460
BlackRock Health Sciences Trust
BME
$529M
– –
-391
BOKF icon
3461
BOK Financial
BOKF
$7.61B
– –
-491
BSCP
3462
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
– –
-4,256
BXMX icon
3463
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.49B
– –
0
CAC icon
3464
Camden National
CAC
$776M
– –
-1
CAE icon
3465
CAE Inc
CAE
$9.35B
– –
-1,413
CCC
3466
CCC Intelligent Solutions
CCC
$3.61B
– –
-1,037
CCNE icon
3467
CNB Financial Corp
CCNE
$806M
– –
-1
CEMB icon
3468
iShares JPMorgan EM Corporate Bond ETF
CEMB
$410M
– –
-24
CET
3469
Central Securities Corp
CET
$1.5B
– –
0
CLIX icon
3470
ProShares Long Online/Short Stores ETF
CLIX
$6.8M
– –
-749
CLSD
3471
DELISTED
Clearside Biomedical
CLSD
– –
-73
CNA icon
3472
CNA Financial
CNA
$12.9B
– –
-1,223
CNBS icon
3473
Amplify Seymour Cannabis ETF
CNBS
$78.5M
– –
-3
CNTY icon
3474
Century Casinos
CNTY
$42.7M
– –
-10,000
COOP
3475
DELISTED
Mr. Cooper
COOP
– –
-309
137 138
139
140 141