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
IBTK icon
3526
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$843M
– –
-265
IBUY icon
3527
Amplify Online Retail ETF
IBUY
$120M
– –
-10
ICOW icon
3528
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.72B
– –
-2,665
IFRA icon
3529
iShares US Infrastructure ETF
IFRA
$3.83B
– –
-23
IGRO icon
3530
iShares International Dividend Growth ETF
IGRO
$1.22B
– –
-1,425
IHAK icon
3531
iShares Cybersecurity and Tech ETF
IHAK
$740M
– –
-12
IJUL icon
3532
Innovator International Developed Power Buffer ETF July
IJUL
$192M
– –
-6,264
IMAX icon
3533
IMAX
IMAX
$1.98B
– –
-834
INFA
3534
DELISTED
Informatica
INFA
– –
-321
INQQ icon
3535
India Internet & Ecommerce ETF
INQQ
$48.9M
– –
0
IPG
3536
DELISTED
Interpublic Group of Companies
IPG
– –
-8,324
IRBT
3537
DELISTED
iRobot
IRBT
– –
-75
ISSC icon
3538
Innovative Solutions & Support
ISSC
$356M
– –
-200
JSI icon
3539
Janus Henderson Securitized Income ETF
JSI
$1.51B
– –
-244
K
3540
DELISTED
Kellanova
K
– –
-13,488
KALV icon
3541
KalVista Pharmaceuticals
KALV
$977M
– –
-160
KOS icon
3542
Kosmos Energy
KOS
$1.7B
– –
-696
LAUR icon
3543
Laureate Education
LAUR
$4.66B
– –
-1,001
LAZR
3544
DELISTED
Luminar Technologies
LAZR
– –
-60
LBTYA icon
3545
Liberty Global Class A
LBTYA
$4.15B
– –
-207
LEMB icon
3546
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$731M
– –
-15
LILAK icon
3547
Liberty Latin America Class C
LILAK
$1.73B
– –
-259,778
LNW
3548
DELISTED
Light & Wonder
LNW
– –
-23,104
LTH icon
3549
Life Time Group Holdings
LTH
$6.16B
– –
-1,000
LUNG icon
3550
Pulmonx
LUNG
$54.1M
– –
-5,000
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