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
CQP icon
3476
Cheniere Energy
CQP
$30.6B
– –
-135,703
CRBN icon
3477
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.01B
– –
-41
CRDF icon
3478
Cardiff Oncology
CRDF
$136M
– –
-3,000
CRIS icon
3479
Curis
CRIS
$14.1M
– –
-6
CRMT icon
3480
America's Car Mart
CRMT
$156M
– –
-20
CWBC
3481
Community West Bancshares
CWBC
$436M
– –
-1,200
DGP icon
3482
DB Gold Double Long ETN due February 15, 2038
DGP
$367M
– –
-100
DIVI icon
3483
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.24B
– –
-773
DKL icon
3484
Delek Logistics
DKL
$2.76B
– –
-425
DSGR icon
3485
Distribution Solutions Group
DSGR
$993M
– –
-22,136
DTRE icon
3486
First Trust Alerian Disruptive Technology Real Estate ETF
DTRE
$16M
– –
-780
EJUL icon
3487
Innovator Emerging Markets Power Buffer ETF July
EJUL
$132M
– –
-7,028
IGRO icon
3488
iShares International Dividend Growth ETF
IGRO
$1.19B
– –
-1,425
IHAK icon
3489
iShares Cybersecurity and Tech ETF
IHAK
$739M
– –
-12
IJUL icon
3490
Innovator International Developed Power Buffer ETF July
IJUL
$211M
– –
-6,264
IMAX icon
3491
IMAX
IMAX
$2.13B
– –
-834
INFA
3492
DELISTED
Informatica
INFA
– –
-321
INQQ icon
3493
India Internet & Ecommerce ETF
INQQ
$47.5M
– –
0
IPG
3494
DELISTED
Interpublic Group of Companies
IPG
– –
-8,324
IRBT
3495
DELISTED
iRobot
IRBT
– –
-75
ISSC icon
3496
Innovative Solutions & Support
ISSC
$512M
– –
-200
JSI icon
3497
Janus Henderson Securitized Income ETF
JSI
$1.5B
– –
-244
K
3498
DELISTED
Kellanova
K
– –
-13,488
KALV icon
3499
KalVista Pharmaceuticals
KALV
$874M
– –
-160
KOS icon
3500
Kosmos Energy
KOS
$1.22B
– –
-696
138 139
140
141 142