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
326
$9.22M 0.02%
121,192
+2,284
327
$8.88M 0.02%
90,147
+2,673
328
$8.82M 0.02%
106,138
-318
329
$8.7M 0.02%
153,675
-30
330
$8.51M 0.02%
231,142
-12,150
331
$8.51M 0.02%
68,369
+28,117
332
$8.21M 0.02%
161,634
+155,206
333
$8.18M 0.02%
59,660
+782
334
$8.14M 0.02%
177,854
+8,332
335
$8.11M 0.02%
105,430
-1,725
336
$7.92M 0.02%
33,803
-135
337
$7.84M 0.02%
1,430,671
-93,419
338
$7.78M 0.02%
853,988
-106,859
339
$7.77M 0.02%
363,889
+5,208
340
$7.72M 0.02%
90,722
-2,117
341
$7.69M 0.02%
1,535,548
+206,104
342
$7.68M 0.02%
145,805
-433
343
$7.66M 0.02%
32,069
-266
344
$7.6M 0.02%
93,637
+60,835
345
$7.34M 0.02%
42,990
-4,646
346
$7.31M 0.02%
70,861
-4,005
347
$7.27M 0.02%
47,522
-2,771
348
$7.12M 0.02%
116,462
-4,444
349
$7.03M 0.02%
245,686
-2,857
350
$7M 0.02%
128,024
-27