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
576
$1.22M ﹤0.01%
19,992
+2,314
577
$1.21M ﹤0.01%
17,615
+1,772
578
$1.19M ﹤0.01%
5,101
-323
579
$1.19M ﹤0.01%
42,878
-332
580
$1.19M ﹤0.01%
24,299
+1,465
581
$1.18M ﹤0.01%
27,930
-6,969
582
$1.18M ﹤0.01%
4,028
-1,316
583
$1.18M ﹤0.01%
19,490
+6,933
584
$1.18M ﹤0.01%
30,415
+4,016
585
$1.17M ﹤0.01%
+4,751
586
$1.17M ﹤0.01%
53,200
587
$1.15M ﹤0.01%
5,677
588
$1.14M ﹤0.01%
17,519
+44
589
$1.12M ﹤0.01%
12,419
+1,228
590
$1.12M ﹤0.01%
31,313
-1,202
591
$1.11M ﹤0.01%
27,092
592
$1.11M ﹤0.01%
21,840
-472,566
593
$1.1M ﹤0.01%
15,151
-670
594
$1.09M ﹤0.01%
39,929
-2,775
595
$1.08M ﹤0.01%
16,673
-92
596
$1.08M ﹤0.01%
20,243
+7
597
$1.07M ﹤0.01%
+12,992
598
$1.07M ﹤0.01%
60,824
-16,125
599
$1.05M ﹤0.01%
+6,793
600
$1.04M ﹤0.01%
4,495
22 23
24
25 26