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
526
$1.64M ﹤0.01%
25,837
-1,326
527
$1.64M ﹤0.01%
661,910
528
$1.64M ﹤0.01%
111,006
-2,565
529
$1.63M ﹤0.01%
34,454
+2,855
530
$1.62M ﹤0.01%
14,226
-387
531
$1.61M ﹤0.01%
96,015
-383,411
532
$1.61M ﹤0.01%
18,309
+544
533
$1.6M ﹤0.01%
18,147
+13
534
$1.6M ﹤0.01%
68,681
-3,516
535
$1.59M ﹤0.01%
12,410
+638
536
$1.58M ﹤0.01%
17,897
+586
537
$1.56M ﹤0.01%
10,140
-108
538
$1.52M ﹤0.01%
77,932
+4,218
539
$1.52M ﹤0.01%
36,985
-4,691
540
$1.51M ﹤0.01%
45,968
+7,274
541
$1.48M ﹤0.01%
46,666
+2,100
542
$1.47M ﹤0.01%
5,674
+17
543
$1.46M ﹤0.01%
18,279
-22,950
544
$1.45M ﹤0.01%
26,510
-9
545
$1.45M ﹤0.01%
58,075
-7,010
546
$1.45M ﹤0.01%
13,597
-252,821
547
$1.44M ﹤0.01%
+39,790
548
$1.43M ﹤0.01%
34,359
-1,724
549
$1.41M ﹤0.01%
16,718
-148,041
550
$1.39M ﹤0.01%
14,370
+58
20 21
22
23 24