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
426
$3.16M 0.01%
58,138
-470,904
427
$3.14M 0.01%
56,804
-232
428
$3.13M 0.01%
118,848
-6,112
429
$3.12M 0.01%
29,982
-1,810
430
$3.11M 0.01%
221,942
-284,034
431
$3.05M 0.01%
12,563
-301,131
432
$2.96M 0.01%
50,788
-38,000
433
$2.94M 0.01%
45,804
-48
434
$2.89M 0.01%
21,053
-1,622
435
$2.87M 0.01%
24,376
+4,316
436
$2.86M 0.01%
159,493
+3,418
437
$2.85M 0.01%
96,445
438
$2.83M 0.01%
18,158
-104
439
$2.82M 0.01%
15,740
-967
440
$2.81M 0.01%
44,817
-2,936
441
$2.73M 0.01%
92,481
-320,563
442
$2.71M 0.01%
50,191
-724
443
$2.69M 0.01%
55,400
-20,296
444
$2.67M 0.01%
11,343
-1,070
445
$2.63M 0.01%
35,125
-18,782
446
$2.62M 0.01%
83,040
+747
447
$2.61M 0.01%
45,467
-2,189
448
$2.6M 0.01%
46,894
+32,675
449
$2.59M 0.01%
10,125
-101
450
$2.59M 0.01%
72,735
+14,184
16 17
18
19 20