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
401
$3.82M 0.01%
21,781
-21
402
$3.8M 0.01%
107,281
+6,784
403
$3.79M 0.01%
49,572
+2,603
404
$3.78M 0.01%
879,844
405
$3.75M 0.01%
18,634
+442
406
$3.73M 0.01%
803,958
+50,558
407
$3.73M 0.01%
37,018
+87
408
$3.72M 0.01%
301,657
-13,384
409
$3.72M 0.01%
22,095
-326
410
$3.66M 0.01%
96,677
+1,022
411
$3.66M 0.01%
55,350
-1,665,176
412
$3.62M 0.01%
81,854
-4,191
413
$3.58M 0.01%
28,404
+2,406
414
$3.5M 0.01%
100,500
-18,279
415
$3.45M 0.01%
29,703
-2,402
416
$3.44M 0.01%
36,395
+802
417
$3.44M 0.01%
24,275
-115
418
$3.42M 0.01%
72,500
+13,320
419
$3.42M 0.01%
37,495
-11,257
420
$3.37M 0.01%
43,639
421
$3.29M 0.01%
50,227
+23,040
422
$3.23M 0.01%
14,995
+91
423
$3.23M 0.01%
45,988
-1,758
424
$3.19M 0.01%
56,160
-2,628
425
$3.17M 0.01%
144,166
15 16
17
18 19