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
526
$1.91M ﹤0.01%
118,773
+4,101
527
$1.9M ﹤0.01%
55,940
-22,630
528
$1.88M ﹤0.01%
29,276
529
$1.87M ﹤0.01%
41,253
-826
530
$1.86M ﹤0.01%
15,971
-8,137
531
$1.86M ﹤0.01%
85,437
-10,000
532
$1.83M ﹤0.01%
117,579
-2,926
533
$1.82M ﹤0.01%
42,940
+712
534
$1.82M ﹤0.01%
136,524
+4,682
535
$1.81M ﹤0.01%
12,400
536
$1.81M ﹤0.01%
9,083
-726
537
$1.8M ﹤0.01%
17,081
-640
538
$1.8M ﹤0.01%
113,240
-890
539
$1.78M ﹤0.01%
75,477
+9,242
540
$1.77M ﹤0.01%
26,990
+3,936
541
$1.74M ﹤0.01%
+17,125
542
$1.73M ﹤0.01%
18,757
-935
543
$1.72M ﹤0.01%
20,000
544
$1.72M ﹤0.01%
+7,893
545
$1.7M ﹤0.01%
18,950
+4,340
546
$1.7M ﹤0.01%
53,582
-2,465
547
$1.68M ﹤0.01%
69,692
+607
548
$1.65M ﹤0.01%
40,681
-270
549
$1.62M ﹤0.01%
73,157
-9,728
550
$1.6M ﹤0.01%
38,546
+2,093
20 21
22
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