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
251
$16.7M 0.04%
397,452
-10,789
252
$16.5M 0.04%
92,522
-958
253
$16.5M 0.04%
244,681
-3,278
254
$16.5M 0.04%
+83,203
255
$16.3M 0.04%
1,139,709
+10,000
256
$16.3M 0.04%
239,184
-7,039
257
$16.1M 0.04%
320,403
-48,834
258
$15.8M 0.04%
40,426
-702
259
$15.5M 0.04%
152,268
+902
260
$15.4M 0.04%
99,761
-1,954
261
$15.3M 0.04%
459,405
-49,788
262
$14.7M 0.04%
267,336
+47,013
263
$14.6M 0.04%
291,448
-5,119
264
$14.5M 0.04%
69,317
+58,832
265
$14.3M 0.04%
283,035
-9,472
266
$14.2M 0.04%
451,848
+200,548
267
$14M 0.04%
123,649
-4,824
268
$13.9M 0.04%
166,068
+1,753
269
$13.9M 0.04%
149,751
-3,204
270
$13.6M 0.04%
170,384
+37
271
$13.5M 0.04%
80,333
-8,544
272
$13.5M 0.04%
319,354
-7,129
273
$13.5M 0.04%
51,700
-4
274
$13.5M 0.04%
564,096
+81,942
275
$13.4M 0.03%
93,125
+32
9 10
11
12 13