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
451
$2.59M 0.01%
9,176
-12,348
452
$2.56M 0.01%
45,150
-11,300
453
$2.55M 0.01%
22,507
+873
454
$2.55M 0.01%
330,937
+32,232
455
$2.46M 0.01%
78,334
+2,026
456
$2.46M 0.01%
5,413
-250
457
$2.46M 0.01%
89,044
+5,742
458
$2.45M 0.01%
52,624
+186
459
$2.45M 0.01%
+67,643
460
$2.44M 0.01%
12,227
-1,222
461
$2.42M 0.01%
750,000
+250,000
462
$2.39M 0.01%
+181,537
463
$2.38M 0.01%
202,920
-15,233
464
$2.38M 0.01%
46,125
+1,002
465
$2.35M 0.01%
+150,000
466
$2.34M 0.01%
136,489
+116,489
467
$2.33M 0.01%
18,000
+994
468
$2.33M 0.01%
36,860
469
$2.28M 0.01%
49,682
+23,656
470
$2.27M 0.01%
+290,799
471
$2.25M 0.01%
21,434
-1,032
472
$2.25M 0.01%
27,285
+3,456
473
$2.23M 0.01%
27,001
-137
474
$2.22M 0.01%
32,147
+192
475
$2.21M 0.01%
30,619
+10,861
17 18
19
20 21