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
$45.2B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$349M
2
+$233M
3
+$208M
4
ARES icon
Ares Management
ARES
+$132M
5
ENLT icon
Enlight Renewable Energy
ENLT
+$98.9M

Top Sells

1
+$309M
2
+$261M
3
+$137M
4
SIVB
SVB Financial Group
SIVB
+$109M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$102M

Sector Composition

1 Technology 19.01%
2 Financials 14.31%
3 Healthcare 10.26%
4 Energy 8.41%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23.6M 0.05%
751,800
+450,447
227
$23.5M 0.05%
51,179
-3,768
228
$23.5M 0.05%
158,910
-3,797
229
$23.1M 0.05%
+510,362
230
$22.9M 0.05%
330,705
-14,284
231
$22.9M 0.05%
882,768
-37,239
232
$22.9M 0.05%
203,723
-5,145
233
$22.9M 0.05%
62,126
-756
234
$22.5M 0.05%
255,897
-2,500
235
$22.4M 0.05%
330,129
-27,098
236
$22.1M 0.05%
1,223,043
+311,847
237
$22M 0.05%
241,457
-30,093
238
$21.9M 0.05%
218,595
+7,397
239
$21.9M 0.05%
559,217
-387
240
$21.9M 0.05%
454,251
-103
241
$21.8M 0.05%
94,241
-282
242
$21.7M 0.05%
43,461
+1,436
243
$21.6M 0.05%
261,399
+3,691
244
$21.1M 0.05%
258,452
+22,112
245
$20.8M 0.05%
102,826
-587
246
$20.5M 0.05%
28,016
+260
247
$20.4M 0.05%
104,918
-1,333
248
$20.4M 0.05%
372,250
+35,916
249
$20.2M 0.04%
329,743
-4,977
250
$20.2M 0.04%
377,727
-99,600
8 9
10
11 12