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
601
$946K ﹤0.01%
22,695
602
$941K ﹤0.01%
14,821
+312
603
$936K ﹤0.01%
4,751
604
$933K ﹤0.01%
4,003
-886
605
$932K ﹤0.01%
21,262
-2,903
606
$931K ﹤0.01%
18,992
-9,991
607
$929K ﹤0.01%
+41,212
608
$919K ﹤0.01%
16,639
+219
609
$913K ﹤0.01%
17,209
-319
610
$901K ﹤0.01%
10,552
-793
611
$895K ﹤0.01%
17,007
-1,986
612
$892K ﹤0.01%
19,268
-1,135
613
$888K ﹤0.01%
14,608
614
$888K ﹤0.01%
255,897
615
$887K ﹤0.01%
4,495
-2
616
$886K ﹤0.01%
18,404
617
$884K ﹤0.01%
44,567
-2,721
618
$875K ﹤0.01%
27,066
-7,435
619
$871K ﹤0.01%
12,284
-15
620
$868K ﹤0.01%
+19,153
621
$866K ﹤0.01%
10,813
-426
622
$864K ﹤0.01%
20,006
+1
623
$857K ﹤0.01%
12,552
-436
624
$851K ﹤0.01%
21,713
-66,000
625
$846K ﹤0.01%
6,154
23 24
25
26 27