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
501
$2.21M ﹤0.01%
11,839
-463
502
$2.2M ﹤0.01%
39,811
+10,976
503
$2.19M ﹤0.01%
37,604
+23,998
504
$2.19M ﹤0.01%
+11,166
505
$2.17M ﹤0.01%
+25,648
506
$2.16M ﹤0.01%
37,456
-10,410
507
$2.16M ﹤0.01%
16,136
-1,485
508
$2.16M ﹤0.01%
9,158
-16,587
509
$2.15M ﹤0.01%
350,000
510
$2.14M ﹤0.01%
37,124
+264
511
$2.14M ﹤0.01%
165,696
-23,005
512
$2.14M ﹤0.01%
36,577
-1,518
513
$2.13M ﹤0.01%
44,449
+2,809
514
$2.12M ﹤0.01%
46,868
-4,246
515
$2.11M ﹤0.01%
+48,864
516
$2.11M ﹤0.01%
+3,063
517
$2.1M ﹤0.01%
+53,142
518
$2.06M ﹤0.01%
75,856
-2,375
519
$2.05M ﹤0.01%
15,358
+1,169
520
$2.05M ﹤0.01%
65,170
+1,150
521
$2.02M ﹤0.01%
33,359
+3,583
522
$1.99M ﹤0.01%
36,375
-4,598
523
$1.99M ﹤0.01%
5,473
+1,196
524
$1.96M ﹤0.01%
25,927
+628
525
$1.92M ﹤0.01%
21,491
-2,399
19 20
21
22 23