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
HMOP icon
3551
Hartford Municipal Opportunities ETF
HMOP
$711M
– –
-416
HNST icon
3552
The Honest Company
HNST
$316M
– –
-685
HTZWW
3553
Hertz Global Holdings Warrants
HTZWW
$183M
– –
-53,253
HYLB icon
3554
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.67B
– –
-427
HYZD icon
3555
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$217M
– –
-75
IBDQ
3556
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
– –
-13,327
IBTF
3557
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
– –
-18,400
IBTK icon
3558
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$809M
– –
-265
IBUY icon
3559
Amplify Online Retail ETF
IBUY
$128M
– –
-10
ICOW icon
3560
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.63B
– –
-2,665
IFRA icon
3561
iShares US Infrastructure ETF
IFRA
$3.73B
– –
-23
ODC icon
3562
Oil-Dri
ODC
$935M
– –
-1
OEFA
3563
ALPS O'Shares International Developed Quality Dividend ETF
OEFA
$38.4M
– –
-50
OIS icon
3564
Oil States International
OIS
$770M
– –
-10,325
OLP
3565
One Liberty Properties
OLP
$503M
– –
-1
OMFL icon
3566
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.35B
– –
-103
OTEX icon
3567
Open Text
OTEX
$6.42B
– –
-872
PREF icon
3568
Principal Spectrum Preferred Securities Active ETF
PREF
$1.45B
– –
-1,500
RARE icon
3569
Ultragenyx Pharmaceutical
RARE
$2.18B
– –
-5
RBCAA icon
3570
Republic Bancorp
RBCAA
$1.34B
– –
-1
REAX icon
3571
Real Brokerage
REAX
$534M
– –
-1
RNP icon
3572
Cohen & Steers REIT and Preferred and Income Fund
RNP
$1.02B
– –
0
ROM icon
3573
ProShares Ultra Technology
ROM
$769M
– –
-160
RVNU icon
3574
Xtrackers Municipal Infrastructure Revenue Bond ETF
RVNU
$136M
– –
-40
RYLD icon
3575
Global X Russell 2000 Covered Call ETF
RYLD
$1.29B
– –
-5,633
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