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
LXP.PRC icon
3551
LXP Industrial Trust 6.5% Series C Preferred Stock
LXP.PRC
$90.4M
– –
-22
MBUU icon
3552
Malibu Boats
MBUU
$486M
– –
-1
MDXG icon
3553
MiMedx Group
MDXG
$475M
– –
-25
MEC icon
3554
Mayville Engineering Co
MEC
$426M
– –
-80
MPTI icon
3555
M-tron Industries
MPTI
$225M
– –
-500
MRC
3556
DELISTED
MRC Global
MRC
– –
-2,500
MSBI icon
3557
Midland States Bancorp
MSBI
$496M
– –
-2,675
MTBA icon
3558
Simplify MBS ETF
MTBA
$1.69B
– –
-192
NAIL icon
3559
Direxion Daily Homebuilders & Supplies Bull 3X ETF
NAIL
$681M
– –
-1,500
NANC icon
3560
Unusual Whales Subversive Democratic Trading ETF
NANC
$260M
– –
-344
NHTC icon
3561
Natural Health Trends
NHTC
$24.3M
– –
-160,000
NNOX icon
3562
Nano X Imaging
NNOX
$120M
– –
-45
NOAH
3563
Noah Holdings
NOAH
$658M
– –
-1,000
NTB icon
3564
Bank of N.T. Butterfield & Son
NTB
$2.23B
– –
-1,308
NTSX icon
3565
WisdomTree US Efficient Core Fund
NTSX
$1.31B
– –
-874
NVEC icon
3566
NVE Corp
NVEC
$398M
– –
-746
OEFA
3567
ALPS O'Shares International Developed Quality Dividend ETF
OEFA
$37.8M
– –
-50
OIS icon
3568
Oil States International
OIS
$620M
– –
-10,325
OLP
3569
One Liberty Properties
OLP
$502M
– –
-1
OMFL icon
3570
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.51B
– –
-103
OTEX icon
3571
Open Text
OTEX
$5.84B
– –
-872
PREF icon
3572
Principal Spectrum Preferred Securities Active ETF
PREF
$1.46B
– –
-1,500
RARE icon
3573
Ultragenyx Pharmaceutical
RARE
$2.37B
– –
-5
RBCAA icon
3574
Republic Bancorp
RBCAA
$1.44B
– –
-1
REAX icon
3575
Real Brokerage
REAX
$554M
– –
-1
139 140 141 142
143