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
476
$2.2M 0.01%
+48,193
477
$2.13M 0.01%
23,520
-415
478
$2.09M 0.01%
231,367
479
$2.07M 0.01%
250,000
480
$2.07M 0.01%
38,158
-148
481
$2.06M 0.01%
11,982
+110
482
$2.06M 0.01%
45,368
-1,275
483
$2.06M 0.01%
419,002
+180,612
484
$2.01M 0.01%
135,234
+2,994
485
$2M 0.01%
179,989
+21,620
486
$1.98M 0.01%
51,589
-571
487
$1.98M 0.01%
14,400
+107
488
$1.98M 0.01%
23,383
+135
489
$1.98M 0.01%
88,350
-10,985
490
$1.96M 0.01%
42,581
-4,783
491
$1.95M 0.01%
83,208
-41,528
492
$1.94M 0.01%
5,052
-632
493
$1.94M 0.01%
53,899
-5,388
494
$1.93M 0.01%
55,996
-95,179
495
$1.92M 0.01%
29,951
+9,221
496
$1.91M 0.01%
25,410
+34
497
$1.9M ﹤0.01%
15,643
-2,852
498
$1.86M ﹤0.01%
170,557
-1,986
499
$1.83M ﹤0.01%
70,038
+5,151
500
$1.82M ﹤0.01%
140,411
-16,789
18 19
20
21 22