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
426
$3.76M 0.01%
+56,985
427
$3.72M 0.01%
17,603
-375
428
$3.72M 0.01%
24,253
+4,123
429
$3.7M 0.01%
21,607
-6,605
430
$3.67M 0.01%
62,517
-8,904
431
$3.61M 0.01%
+9,232
432
$3.6M 0.01%
115,250
-40,324
433
$3.59M 0.01%
30,745
+6,954
434
$3.58M 0.01%
36,243
-98
435
$3.55M 0.01%
39,455
+8,510
436
$3.55M 0.01%
17,191
+14,171
437
$3.53M 0.01%
19,770
438
$3.44M 0.01%
21,519
-1,170
439
$3.44M 0.01%
36,302
-182
440
$3.44M 0.01%
21,356
-20,771
441
$3.42M 0.01%
33,908
-791
442
$3.38M 0.01%
50,788
443
$3.32M 0.01%
144,166
444
$3.29M 0.01%
39,610
+417
445
$3.28M 0.01%
93,031
+8,337
446
$3.25M 0.01%
14,719
-6,435
447
$3.24M 0.01%
81,543
+58,838
448
$3.22M 0.01%
19,390
+1,400
449
$3.21M 0.01%
+103,705
450
$3.2M 0.01%
58,048
+12,304
16 17
18
19 20