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
376
$4.74M 0.01%
28,328
-17,491
377
$4.72M 0.01%
57,612
-173
378
$4.69M 0.01%
14,096
-829
379
$4.68M 0.01%
43,613
-71,198
380
$4.65M 0.01%
22,552
-2,319
381
$4.59M 0.01%
66,778
-29,461
382
$4.53M 0.01%
49,815
-1,576
383
$4.52M 0.01%
584,324
-15,406
384
$4.46M 0.01%
93,071
+30,347
385
$4.45M 0.01%
120,839
+37,826
386
$4.29M 0.01%
63,576
-2,601
387
$4.28M 0.01%
39,000
-267
388
$4.27M 0.01%
69,150
+3,063
389
$4.22M 0.01%
39,087
-13,914
390
$4.21M 0.01%
24,446
391
$4.13M 0.01%
131,413
-356,979
392
$3.99M 0.01%
557,456
+46,266
393
$3.96M 0.01%
24,489
+2,129
394
$3.94M 0.01%
3,046
+39
395
$3.94M 0.01%
22,756
-14,973
396
$3.92M 0.01%
36,869
+833
397
$3.92M 0.01%
16,302
+488
398
$3.9M 0.01%
23,085
-369
399
$3.89M 0.01%
34,137
-4,439
400
$3.85M 0.01%
107,587
-16,019
14 15
16
17 18