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
551
$1.38M ﹤0.01%
26,390
+140
552
$1.37M ﹤0.01%
9,501
-463
553
$1.37M ﹤0.01%
26,601
-2,037
554
$1.36M ﹤0.01%
27,220
+1,211
555
$1.35M ﹤0.01%
31,224
-974,748
556
$1.35M ﹤0.01%
83,743
+47,995
557
$1.34M ﹤0.01%
11,764
-927
558
$1.32M ﹤0.01%
36,790
559
$1.32M ﹤0.01%
98,010
560
$1.31M ﹤0.01%
21,124
+730
561
$1.29M ﹤0.01%
11,285
-4,703
562
$1.27M ﹤0.01%
15,896
+415
563
$1.26M ﹤0.01%
8,455
-256
564
$1.24M ﹤0.01%
+28,504
565
$1.23M ﹤0.01%
3
566
$1.19M ﹤0.01%
12,839
-1,332
567
$1.18M ﹤0.01%
32,911
+937
568
$1.18M ﹤0.01%
28,897
-1,016
569
$1.17M ﹤0.01%
17,949
-315
570
$1.17M ﹤0.01%
4,287
-22
571
$1.16M ﹤0.01%
+10,193
572
$1.16M ﹤0.01%
+21,528
573
$1.15M ﹤0.01%
8,602
-10,491
574
$1.15M ﹤0.01%
30,932
-3,545
575
$1.15M ﹤0.01%
41,138
+4,477
21 22
23
24 25