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
26
$354M 0.92%
1,230,318
+10,235
27
$346M 0.9%
1,921,399
-1,325
28
$345M 0.9%
2,068,695
+11,987
29
$340M 0.88%
1,386,072
+20,174
30
$337M 0.87%
697,490
+101,279
31
$334M 0.87%
2,025,562
-21,010
32
$328M 0.85%
830,356
-8,001
33
$324M 0.84%
1,884,562
+138,038
34
$306M 0.8%
836,943
-8,491
35
$301M 0.78%
1,471,508
+41,680
36
$301M 0.78%
12,343,255
-662,424
37
$291M 0.76%
5,991,341
-306,081
38
$290M 0.75%
968,111
+49,684
39
$287M 0.74%
2,244,534
+14,566
40
$285M 0.74%
3,108,174
+25,181
41
$276M 0.72%
575,707
-152,752
42
$265M 0.69%
1,680,572
+1,167
43
$258M 0.67%
818,147
-44,220
44
$255M 0.66%
5,548,681
-7,158
45
$243M 0.63%
1,680,513
-33,760
46
$243M 0.63%
1,370,493
+192,863
47
$241M 0.63%
998,109
+438,239
48
$238M 0.62%
2,892,288
-173,136
49
$237M 0.62%
1,624,672
+18,501
50
$235M 0.61%
3,325,835
+36,334
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