CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.5B
AUM Growth
-$7.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,345
New
Increased
Reduced
Closed

Top Buys

1
+$183M
2
+$106M
3
+$98.5M
4
AMT icon
American Tower
AMT
+$70.4M
5
SIVB
SVB Financial Group
SIVB
+$65.7M

Top Sells

1
+$177M
2
+$110M
3
+$76.9M
4
NVDA icon
NVIDIA
NVDA
+$73.4M
5
COST icon
Costco
COST
+$73.2M

Sector Composition

1 Technology 22.47%
2 Healthcare 14.89%
3 Financials 13.86%
4 Industrials 8.26%
5 Consumer Discretionary 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21.3M 0.06%
363,291
+50,041
227
$21M 0.05%
195,849
-2,640
228
$20.9M 0.05%
190,181
-3,265
229
$20.7M 0.05%
447,506
-7,884
230
$20.6M 0.05%
549,950
+2,314
231
$20.5M 0.05%
64,274
-1,069
232
$20.3M 0.05%
417,820
-3,610
233
$20.2M 0.05%
890,382
+289,201
234
$20.2M 0.05%
1,475,304
+115,461
235
$20.2M 0.05%
477,821
-292,197
236
$20.2M 0.05%
145,095
+120,860
237
$20.2M 0.05%
511,098
+87,920
238
$20.1M 0.05%
84,780
+77,179
239
$19.9M 0.05%
639,158
-64,638
240
$19.5M 0.05%
143,490
-2,760
241
$18.1M 0.05%
203,171
-14,480
242
$17.7M 0.05%
251,109
-11,810
243
$17.7M 0.05%
78,013
-2,706
244
$17.6M 0.05%
27,703
-18
245
$17.6M 0.05%
124,498
-2,122
246
$17.6M 0.05%
338,852
-226,326
247
$17.5M 0.05%
154,270
-1,630
248
$17.4M 0.05%
654,046
+200,000
249
$17M 0.04%
69,017
-4,574
250
$17M 0.04%
116,242
-4,035
8 9
10
11 12