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
LAUR icon
3501
Laureate Education
LAUR
$5.05B
– –
-1,001
LAZR
3502
DELISTED
Luminar Technologies
LAZR
– –
-60
LBTYA icon
3503
Liberty Global Class A
LBTYA
$4.21B
– –
-207
LEMB icon
3504
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$844M
– –
-15
LILAK icon
3505
Liberty Latin America Class C
LILAK
$1.58B
– –
-259,778
LNW
3506
DELISTED
Light & Wonder
LNW
– –
-23,104
LTH icon
3507
Life Time Group Holdings
LTH
$6.01B
– –
-1,000
LUNG icon
3508
Pulmonx
LUNG
$75.1M
– –
-5,000
LXP.PRC icon
3509
LXP Industrial Trust 6.5% Series C Preferred Stock
LXP.PRC
$90.7M
– –
-22
MBUU icon
3510
Malibu Boats
MBUU
$478M
– –
-1
MDXG icon
3511
MiMedx Group
MDXG
$670M
– –
-25
MEC icon
3512
Mayville Engineering Co
MEC
$383M
– –
-80
MPTI icon
3513
M-tron Industries
MPTI
$187M
– –
-500
MRC
3514
DELISTED
MRC Global
MRC
– –
-2,500
MSBI icon
3515
Midland States Bancorp
MSBI
$440M
– –
-2,675
MTBA icon
3516
Simplify MBS ETF
MTBA
$1.71B
– –
-192
NAIL icon
3517
Direxion Daily Homebuilders & Supplies Bull 3X Shares
NAIL
$367M
– –
-1,500
NANC icon
3518
Unusual Whales Subversive Democratic Trading ETF
NANC
$256M
– –
-344
NHTC icon
3519
Natural Health Trends
NHTC
$26.9M
– –
-160,000
NNOX icon
3520
Nano X Imaging
NNOX
$177M
– –
-45
NOAH
3521
Noah Holdings
NOAH
$758M
– –
-1,000
NTB icon
3522
Bank of N.T. Butterfield & Son
NTB
$1.99B
– –
-1,308
NTSX icon
3523
WisdomTree US Efficient Core Fund
NTSX
$1.27B
– –
-874
NVEC icon
3524
NVE Corp
NVEC
$327M
– –
-746
ELP
3525
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
– –
-391
139 140
141
142 143