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
301
$11.3M 0.03%
84,190
+381
302
$11.3M 0.03%
58,183
-1,904
303
$11.2M 0.02%
45,214
-17,131
304
$11.2M 0.02%
497,859
-123,079
305
$11M 0.02%
83,129
+18,794
306
$10.9M 0.02%
119,932
-7,463
307
$10.8M 0.02%
47,037
+90
308
$10.7M 0.02%
96,396
-1,743
309
$10.6M 0.02%
145,332
-4,553
310
$10.5M 0.02%
51,801
-8,775
311
$10.5M 0.02%
132,682
+14,098
312
$10.5M 0.02%
152,615
-688
313
$10.4M 0.02%
181,656
+15,579
314
$10.2M 0.02%
53,553
-1,215
315
$10.2M 0.02%
28,561
+6
316
$10.2M 0.02%
594,389
+131,985
317
$9.99M 0.02%
60,510
-236
318
$9.93M 0.02%
454,131
+27,505
319
$9.93M 0.02%
494,385
-12,885
320
$9.86M 0.02%
285,328
+18,801
321
$9.69M 0.02%
78,337
+183
322
$9.64M 0.02%
180,106
-2,122
323
$9.5M 0.02%
107,586
+40,553
324
$9.46M 0.02%
+144,982
325
$9.43M 0.02%
713,774
+29,589
11 12
13
14 15