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
326
$8.17M 0.02%
248,555
-19,814
327
$8.12M 0.02%
62,035
+301
328
$8.11M 0.02%
84,502
-2,455
329
$8.06M 0.02%
69,730
-1,118
330
$7.95M 0.02%
34,990
-171
331
$7.89M 0.02%
98,753
-3,171
332
$7.89M 0.02%
563,522
333
$7.88M 0.02%
57,648
-3,852
334
$7.81M 0.02%
18,900
-205
335
$7.67M 0.02%
15,456
-60
336
$7.62M 0.02%
74,878
+84
337
$7.45M 0.02%
546,073
-79,337
338
$7.26M 0.02%
153,025
-20,268
339
$7.25M 0.02%
103,772
+4,791
340
$7.12M 0.02%
31,940
+1,250
341
$7.06M 0.02%
114,951
-14,079
342
$7M 0.02%
55,097
-1,300
343
$6.98M 0.02%
165,705
-1,935
344
$6.83M 0.02%
412,232
+411,317
345
$6.75M 0.02%
96,854
+3,783
346
$6.73M 0.02%
75,567
+2,855
347
$6.63M 0.02%
52,351
+682
348
$6.53M 0.02%
33,736
-6
349
$6.48M 0.02%
65,593
-1,043
350
$6.32M 0.02%
10,699
-31
12 13
14
15 16