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
251
$20.1M 0.04%
474,780
+2,474
252
$19.6M 0.04%
141,430
+4,679
253
$18.7M 0.04%
592,214
+62,131
254
$18.4M 0.04%
193,447
-16,404
255
$18.3M 0.04%
823,696
+25,633
256
$18.1M 0.04%
298,606
-2,180
257
$18.1M 0.04%
113,062
+1,486
258
$17.8M 0.04%
43,001
+816
259
$17.7M 0.04%
484,189
+169,516
260
$17.7M 0.04%
+225,668
261
$17.6M 0.04%
146,600
-19,372
262
$17.6M 0.04%
204,082
-50,370
263
$17.5M 0.04%
79,056
+35,879
264
$17.4M 0.04%
182,850
+7,804
265
$16.9M 0.04%
150,738
-18,686
266
$16.6M 0.04%
287,872
+37,872
267
$16.5M 0.04%
66,610
-540
268
$16.4M 0.04%
393,841
-8,116
269
$16.4M 0.04%
394,532
-16,714
270
$16.3M 0.04%
147,880
-1,378
271
$16.1M 0.04%
164,849
-14,235
272
$16.1M 0.04%
298,080
-2,363
273
$15.8M 0.03%
+212,772
274
$15.5M 0.03%
208,816
-20,552
275
$15.4M 0.03%
173,249
-11,663
9 10
11
12 13