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
351
$6.32M 0.02%
301,706
-142,342
352
$6.16M 0.02%
52,342
-1,099
353
$6.08M 0.02%
132,841
-1,943
354
$5.96M 0.02%
355,761
-56,476
355
$5.84M 0.02%
82,786
-5,834
356
$5.64M 0.01%
93,538
-5,666
357
$5.64M 0.01%
41,724
+50
358
$5.63M 0.01%
17,253
+74
359
$5.58M 0.01%
178,610
+157,850
360
$5.58M 0.01%
41,947
+1,109
361
$5.53M 0.01%
156,373
-146,214
362
$5.48M 0.01%
868,276
-390,332
363
$5.42M 0.01%
163,700
-16,177
364
$5.42M 0.01%
186,391
+5,962
365
$5.4M 0.01%
32,114
-6,298
366
$5.27M 0.01%
55,367
+53,597
367
$5.24M 0.01%
824,043
-518,724
368
$5.24M 0.01%
146,808
-11,495
369
$5.22M 0.01%
131,489
-12,501
370
$5.16M 0.01%
62,275
+5
371
$5.14M 0.01%
65,782
-24,124
372
$5.08M 0.01%
59,949
+4,871
373
$4.89M 0.01%
50,187
374
$4.87M 0.01%
42,881
-736
375
$4.8M 0.01%
150,002
+49,692
13 14
15
16 17