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
276
$13.3M 0.03%
116,933
-2,885
277
$13.2M 0.03%
53,663
-1,868
278
$13.1M 0.03%
43,784
-15,870
279
$13M 0.03%
255,448
-4,057
280
$13M 0.03%
43,087
-709
281
$12.8M 0.03%
+60,780
282
$12.7M 0.03%
46,643
-1,485
283
$12.6M 0.03%
178,922
-4,231
284
$12.5M 0.03%
286,661
-685,923
285
$12.5M 0.03%
+929,129
286
$12.4M 0.03%
193,289
+20,946
287
$12.3M 0.03%
137,363
-13,869
288
$12.1M 0.03%
84,834
+18,428
289
$12.1M 0.03%
243,130
-17,848
290
$11.3M 0.03%
179,966
-2,807
291
$11.3M 0.03%
20,982
-2,589
292
$11.2M 0.03%
269,088
-6,221
293
$11.1M 0.03%
64,559
-86,611
294
$11M 0.03%
78,211
-412,103
295
$11M 0.03%
433,744
-135,384
296
$10.9M 0.03%
316,962
-26,645
297
$10.8M 0.03%
54,949
-16,074
298
$10.8M 0.03%
25,168
+453
299
$10.7M 0.03%
104,936
-2,216
300
$10.6M 0.03%
103,256
-1,152
10 11
12
13 14