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
601
$1.02M ﹤0.01%
16,595
-827
602
$1.01M ﹤0.01%
19,300
+2,686
603
$996K ﹤0.01%
22,037
-342
604
$993K ﹤0.01%
12,324
+225
605
$993K ﹤0.01%
30,506
-32
606
$989K ﹤0.01%
58,728
+9,045
607
$985K ﹤0.01%
16,321
-341
608
$985K ﹤0.01%
+2,765
609
$983K ﹤0.01%
31,987
+816
610
$977K ﹤0.01%
6,157
+5
611
$966K ﹤0.01%
31,585
-2,028
612
$949K ﹤0.01%
10,090
613
$947K ﹤0.01%
16,094
-75
614
$945K ﹤0.01%
10,240
-4,502
615
$944K ﹤0.01%
34,804
-3,470
616
$926K ﹤0.01%
9,156
+225
617
$925K ﹤0.01%
2,781
-67
618
$921K ﹤0.01%
11,270
+183
619
$921K ﹤0.01%
+13,647
620
$915K ﹤0.01%
7,955
+4,245
621
$908K ﹤0.01%
14,370
622
$901K ﹤0.01%
16,990
-100
623
$900K ﹤0.01%
17,879
+2,621
624
$897K ﹤0.01%
12,448
+1,808
625
$893K ﹤0.01%
22,839
+467
23 24
25
26 27