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
276
$15.3M 0.03%
723,142
-24,885
277
$15.2M 0.03%
463,525
-14,987
278
$14.7M 0.03%
143,423
-647
279
$14.6M 0.03%
260,557
+3,654
280
$14.6M 0.03%
+389,128
281
$14.2M 0.03%
243,680
+2,778
282
$14M 0.03%
488,759
-89,279
283
$13.9M 0.03%
385,123
-134,030
284
$13.9M 0.03%
90,158
-448
285
$13.7M 0.03%
111,582
+9,765
286
$13.7M 0.03%
75,857
-1,342
287
$13.6M 0.03%
41,120
-125
288
$13.5M 0.03%
102,575
-4,902
289
$13.5M 0.03%
63,581
+2,094
290
$13.4M 0.03%
43,652
-1,195
291
$13.2M 0.03%
95,745
-3,864
292
$13M 0.03%
39,738
-530
293
$12.8M 0.03%
104,877
-38,459
294
$12.5M 0.03%
49,655
-421
295
$12.3M 0.03%
59,151
-2,533
296
$12.3M 0.03%
100,149
-27,828
297
$11.8M 0.03%
265,146
+11,592
298
$11.8M 0.03%
402,041
-5,666
299
$11.5M 0.03%
97,668
-16,298
300
$11.4M 0.03%
+150,300
10 11
12
13 14