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
351
$6.95M 0.02%
90,506
+2,763
352
$6.94M 0.02%
145,429
-23,468
353
$6.93M 0.02%
17,640
+613
354
$6.93M 0.02%
119,602
+2,584
355
$6.84M 0.02%
46,725
-517,662
356
$6.84M 0.02%
44,623
+2,047
357
$6.69M 0.01%
451,730
+131,840
358
$6.66M 0.01%
102,007
-122,152
359
$6.63M 0.01%
95,372
+20,633
360
$6.63M 0.01%
105,528
-24,581
361
$6.57M 0.01%
17,120
-978
362
$6.51M 0.01%
31,186
+5,944
363
$6.42M 0.01%
32,548
-38,777
364
$6.34M 0.01%
427,601
-7,508
365
$6.31M 0.01%
137,987
-800
366
$6.29M 0.01%
67,051
+6,693
367
$6.25M 0.01%
62,665
+4,077
368
$6.17M 0.01%
236,822
-35,217
369
$6.1M 0.01%
33,362
-57
370
$6.09M 0.01%
69,342
-4,145
371
$6M 0.01%
54,115
+644
372
$5.97M 0.01%
125,918
-4,119
373
$5.88M 0.01%
32,232
+508
374
$5.87M 0.01%
29,735
375
$5.85M 0.01%
20,040
-96
13 14
15
16 17