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
476
$2.63M 0.01%
11,662
+162
477
$2.62M 0.01%
41,908
-1,396
478
$2.61M 0.01%
29,489
-121,181
479
$2.6M 0.01%
40,980
+10,767
480
$2.58M 0.01%
26,872
-532
481
$2.51M 0.01%
19,456
-177
482
$2.46M 0.01%
+106,720
483
$2.45M 0.01%
199,939
-8,181
484
$2.42M 0.01%
33,956
-534
485
$2.4M 0.01%
136,004
+4,618
486
$2.39M 0.01%
37,554
-3,345
487
$2.36M 0.01%
89,385
488
$2.35M 0.01%
15,443
489
$2.34M 0.01%
21,519
-25,887
490
$2.31M 0.01%
35,850
-20,132
491
$2.31M 0.01%
49,222
-1,498
492
$2.3M 0.01%
62,863
+5,548
493
$2.29M 0.01%
60,346
-340
494
$2.28M 0.01%
7,143
-215
495
$2.27M 0.01%
114,132
+19,317
496
$2.27M 0.01%
15,953
-314
497
$2.26M 0.01%
34,985
-1,294
498
$2.25M 0.01%
+10,383
499
$2.21M ﹤0.01%
27,426
+683
500
$2.21M ﹤0.01%
114,529
+1,253
18 19
20
21 22