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
501
$1.8M ﹤0.01%
63,437
-2,571
502
$1.8M ﹤0.01%
14,330
+2,884
503
$1.79M ﹤0.01%
104,190
+2,085
504
$1.79M ﹤0.01%
10,264
-109
505
$1.79M ﹤0.01%
46,130
+1,987
506
$1.78M ﹤0.01%
42,766
-313
507
$1.78M ﹤0.01%
74,126
-2,394
508
$1.78M ﹤0.01%
50,910
-2,399
509
$1.76M ﹤0.01%
21,508
+1,331
510
$1.76M ﹤0.01%
21,418
+385
511
$1.75M ﹤0.01%
96,664
-20,138
512
$1.74M ﹤0.01%
65,904
+2,008
513
$1.73M ﹤0.01%
21,845
+6,363
514
$1.72M ﹤0.01%
+35,907
515
$1.71M ﹤0.01%
18,021
+30
516
$1.7M ﹤0.01%
26,687
-2,954
517
$1.7M ﹤0.01%
61,603
+1,845
518
$1.68M ﹤0.01%
7,702
-1,273
519
$1.67M ﹤0.01%
6,573
-340
520
$1.67M ﹤0.01%
15,817
-655
521
$1.66M ﹤0.01%
120,137
522
$1.66M ﹤0.01%
32,150
+93
523
$1.65M ﹤0.01%
28,038
-2,120
524
$1.65M ﹤0.01%
36,230
-5,959
525
$1.65M ﹤0.01%
7,552
-103
19 20
21
22 23