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
626
$839K ﹤0.01%
23,372
+1,220
627
$837K ﹤0.01%
12,369
628
$835K ﹤0.01%
25,685
629
$831K ﹤0.01%
82,839
-2,227
630
$828K ﹤0.01%
2,691
+19
631
$820K ﹤0.01%
21,401
+1,119
632
$819K ﹤0.01%
9,376
+145
633
$819K ﹤0.01%
11,261
-744
634
$802K ﹤0.01%
21,173
-246
635
$802K ﹤0.01%
18,810
+1,090
636
$796K ﹤0.01%
40,791
+771
637
$786K ﹤0.01%
+36,424
638
$781K ﹤0.01%
10,860
639
$776K ﹤0.01%
26,877
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640
$775K ﹤0.01%
9,164
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641
$771K ﹤0.01%
15,560
642
$765K ﹤0.01%
12,330
-85
643
$749K ﹤0.01%
28,044
-336
644
$747K ﹤0.01%
16,783
-374,959
645
$739K ﹤0.01%
10,090
646
$725K ﹤0.01%
5,045
-23,437
647
$721K ﹤0.01%
12,141
-525
648
$717K ﹤0.01%
23,395
649
$714K ﹤0.01%
26,841
650
$708K ﹤0.01%
14,014
24 25
26
27 28