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
401
$4.65M 0.01%
+1,755
402
$4.65M 0.01%
202,641
-3,233
403
$4.63M 0.01%
71,433
+13,437
404
$4.63M 0.01%
74,631
+2,327
405
$4.58M 0.01%
879,844
406
$4.54M 0.01%
92,433
+5,203
407
$4.52M 0.01%
27,194
+291
408
$4.5M 0.01%
150,002
409
$4.48M 0.01%
27,921
+713
410
$4.44M 0.01%
181,065
-4,253
411
$4.39M 0.01%
15,355
-165
412
$4.31M 0.01%
24,463
-16
413
$4.29M 0.01%
65,953
-1,605
414
$4.24M 0.01%
11,950
-590
415
$4.21M 0.01%
263,274
-96,187
416
$4.1M 0.01%
87,898
+2,676
417
$4.05M 0.01%
37,742
-1,579
418
$4.03M 0.01%
22,511
-1,803
419
$3.95M 0.01%
45,279
-432
420
$3.91M 0.01%
86,488
+5,809
421
$3.88M 0.01%
+11,552
422
$3.87M 0.01%
39,599
-16,049
423
$3.85M 0.01%
+3,017
424
$3.85M 0.01%
39,869
+552
425
$3.83M 0.01%
11,317
+9,012
15 16
17
18 19