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
376
$5.85M 0.01%
38,033
+8,122
377
$5.83M 0.01%
596,938
-450,681
378
$5.76M 0.01%
55,004
-2,917
379
$5.66M 0.01%
86,346
+39,636
380
$5.54M 0.01%
38,065
-356
381
$5.43M 0.01%
63,770
-1,893
382
$5.4M 0.01%
34,478
-5,134
383
$5.39M 0.01%
279,874
+3,978
384
$5.37M 0.01%
41,212
385
$5.34M 0.01%
32,280
-3,747
386
$5.33M 0.01%
47,494
+60
387
$5.29M 0.01%
126,024
+44,932
388
$5.26M 0.01%
91,554
-415
389
$5.22M 0.01%
59,848
+582
390
$5.15M 0.01%
141,034
-333
391
$5.12M 0.01%
41,188
+1,693
392
$5.11M 0.01%
20,383
-1,058
393
$4.99M 0.01%
57,251
+319
394
$4.96M 0.01%
125,687
-960
395
$4.95M 0.01%
101,675
-6,157
396
$4.9M 0.01%
147,372
+19,394
397
$4.9M 0.01%
67,388
+4,598
398
$4.85M 0.01%
161,888
-10,961
399
$4.72M 0.01%
16,425
+549
400
$4.71M 0.01%
111,984
+3,665
14 15
16
17 18