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
301
$10.5M 0.03%
+485,319
302
$10.4M 0.03%
978,542
+210
303
$10.1M 0.03%
257,252
-3,978
304
$10.1M 0.03%
136,799
+3,407
305
$9.98M 0.03%
76,148
+11,022
306
$9.84M 0.03%
63,348
-2,373
307
$9.78M 0.03%
62,657
-72,418
308
$9.7M 0.03%
355,973
-4,364
309
$9.68M 0.03%
117,910
-3,198
310
$9.34M 0.02%
+1,554,677
311
$9.34M 0.02%
138,027
-3,471
312
$9.31M 0.02%
+75,127
313
$9.29M 0.02%
302,768
-7,026
314
$9.02M 0.02%
170,965
-10,100
315
$8.94M 0.02%
82,563
+227
316
$8.83M 0.02%
64,872
-3,694
317
$8.74M 0.02%
545,254
+40,764
318
$8.63M 0.02%
120,981
+1,205
319
$8.59M 0.02%
491,080
-226,280
320
$8.49M 0.02%
121,639
-42,908
321
$8.47M 0.02%
258,614
-7,453
322
$8.43M 0.02%
47,134
+2,242
323
$8.27M 0.02%
69,652
+2,368
324
$8.24M 0.02%
109,203
-4,307
325
$8.22M 0.02%
138,843
-4,614
11 12
13
14 15