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
451
$3.18M 0.01%
16,254
-176
452
$3.11M 0.01%
43,639
453
$3.11M 0.01%
28,330
+100
454
$3.08M 0.01%
168,357
+23,191
455
$3.01M 0.01%
22,459
-189
456
$3.01M 0.01%
47,479
+3,901
457
$2.99M 0.01%
20,737
-1,225
458
$2.94M 0.01%
+119,000
459
$2.89M 0.01%
21,049
+15,428
460
$2.88M 0.01%
16,899
-1,825
461
$2.88M 0.01%
28,328
-1,003
462
$2.88M 0.01%
65,808
-113,535
463
$2.87M 0.01%
22,391
-513
464
$2.87M 0.01%
148,035
-20,751
465
$2.85M 0.01%
75,392
+29,204
466
$2.81M 0.01%
22,435
-438
467
$2.75M 0.01%
22,038
-3,935
468
$2.75M 0.01%
198,074
-2,303
469
$2.75M 0.01%
45,096
-970
470
$2.73M 0.01%
19,035
+1,664
471
$2.7M 0.01%
62,853
-557
472
$2.7M 0.01%
80,633
-9,449
473
$2.68M 0.01%
26,716
-534
474
$2.66M 0.01%
6,904
-93
475
$2.63M 0.01%
21,440
-29,378
17 18
19
20 21