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
26
$360M 0.8%
289,273
-3,996
27
$345M 0.76%
4,909,956
-20,259
28
$338M 0.75%
1,715,099
-14,858
29
$336M 0.74%
2,018,556
+119,866
30
$334M 0.74%
672,930
-3,888
31
$322M 0.71%
1,525,605
-18,915
32
$320M 0.71%
829,269
+474
33
$318M 0.7%
1,045,759
-89,479
34
$312M 0.69%
2,294,254
-24,436
35
$308M 0.68%
2,289,565
+22,754
36
$301M 0.67%
2,134,526
+76,946
37
$291M 0.64%
1,521,048
+60,339
38
$287M 0.64%
1,760,032
-17,135
39
$285M 0.63%
776,259
-62,403
40
$284M 0.63%
16,796,146
-767,663
41
$283M 0.63%
6,087,223
+163,676
42
$283M 0.63%
393,546
+324,670
43
$281M 0.62%
8,898,488
+2,820,761
44
$265M 0.59%
2,400,342
+134,858
45
$257M 0.57%
1,229,340
-69,709
46
$252M 0.56%
457,430
-23,116
47
$245M 0.54%
2,451,742
+275,872
48
$236M 0.52%
2,381,690
+643,207
49
$232M 0.51%
1,613,967
+29,973
50
$231M 0.51%
758,754
-16,905
1
2
3 4 5