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
576
$1.15M ﹤0.01%
16,335
-1,109
577
$1.15M ﹤0.01%
43,572
+1,809
578
$1.14M ﹤0.01%
67,023
-27,843
579
$1.14M ﹤0.01%
7,585
-38
580
$1.13M ﹤0.01%
4,601
-451
581
$1.12M ﹤0.01%
44,917
+4,207
582
$1.11M ﹤0.01%
50,748
+777
583
$1.09M ﹤0.01%
15,271
-504
584
$1.09M ﹤0.01%
37,615
+31,294
585
$1.08M ﹤0.01%
53,200
+5,500
586
$1.07M ﹤0.01%
19,302
587
$1.06M ﹤0.01%
36,322
+3,477
588
$1.05M ﹤0.01%
+205,500
589
$1.05M ﹤0.01%
11,106
-405
590
$1.04M ﹤0.01%
16,770
-231
591
$1.04M ﹤0.01%
5,681
+5,501
592
$1.02M ﹤0.01%
54,854
-7,104
593
$1.02M ﹤0.01%
20,289
-2,019
594
$1M ﹤0.01%
30,666
-1,032
595
$993K ﹤0.01%
8,663
-454
596
$984K ﹤0.01%
150,436
+18,833
597
$970K ﹤0.01%
76,117
+32,770
598
$965K ﹤0.01%
20,877
+4
599
$962K ﹤0.01%
12,952
+9,733
600
$958K ﹤0.01%
7,562
+30
22 23
24
25 26