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
FOLD icon
3501
Amicus Therapeutics
FOLD
$4.54B
– –
-1,505
FOR icon
3502
Forestar Group
FOR
$1.36B
– –
-80
FRA icon
3503
BlackRock Floating Rate Income Strategies Fund
FRA
$392M
– –
-430
FREL icon
3504
Fidelity MSCI Real Estate Index ETF
FREL
$1.45B
– –
-5,000
FRO icon
3505
Frontline
FRO
$7.77B
– –
-3,525
FTF
3506
Franklin Limited Duration Income Trust
FTF
$240M
– –
-5,016
FTSM icon
3507
First Trust Enhanced Short Maturity ETF
FTSM
$6.52B
– –
-1,125
FTXL icon
3508
First Trust Nasdaq Semiconductor ETF
FTXL
$2.06B
– –
-24
FUTU icon
3509
Futu Holdings
FUTU
$21.6B
– –
-527
GAMR icon
3510
Amplify Video Game Tech ETF
GAMR
$37M
– –
-7
GOOD
3511
Gladstone Commercial Corp
GOOD
$608M
– –
-1
GOVZ icon
3512
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$300M
– –
-150
GSAT icon
3513
Globalstar
GSAT
$10.4B
– –
-3
GSST icon
3514
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.48B
– –
-120
GWAV icon
3515
Greenwave Technology Solutions
GWAV
$3.21M
– –
-90
HBI
3516
DELISTED
Hanesbrands
HBI
– –
-5
HELE icon
3517
Helen of Troy
HELE
$468M
– –
-45
HIPS icon
3518
GraniteShares HIPS US High Income ETF
HIPS
$99.8M
– –
-800
HMOP icon
3519
Hartford Municipal Opportunities ETF
HMOP
$738M
– –
-416
HNST icon
3520
The Honest Company
HNST
$386M
– –
-685
HTZWW
3521
Hertz Global Holdings Warrants
HTZWW
$243M
– –
-53,253
HYLB icon
3522
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.42B
– –
-427
HYZD icon
3523
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$226M
– –
-75
IBDQ
3524
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
– –
-13,327
IBTF
3525
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
– –
-18,400
139 140
141
142 143