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
626
$883K ﹤0.01%
8,200
-22,012
627
$873K ﹤0.01%
1,063
-700
628
$853K ﹤0.01%
11,930
629
$851K ﹤0.01%
10,299
+121
630
$851K ﹤0.01%
40,943
+6,843
631
$848K ﹤0.01%
13,040
-1,296
632
$847K ﹤0.01%
10,231
+2,027
633
$847K ﹤0.01%
10,860
634
$840K ﹤0.01%
48,360
+228
635
$840K ﹤0.01%
7,373
-56
636
$834K ﹤0.01%
6,589
+1,154
637
$833K ﹤0.01%
23,865
+3,182
638
$819K ﹤0.01%
20,472
+791
639
$817K ﹤0.01%
+26,344
640
$813K ﹤0.01%
14,284
+262
641
$806K ﹤0.01%
12,369
642
$796K ﹤0.01%
23,640
-55
643
$780K ﹤0.01%
5,833
+100
644
$779K ﹤0.01%
11,817
+328
645
$772K ﹤0.01%
15,560
646
$761K ﹤0.01%
17,162
647
$755K ﹤0.01%
14,970
-4,046
648
$754K ﹤0.01%
10,362
+105
649
$754K ﹤0.01%
22,920
-535
650
$739K ﹤0.01%
+38,176
24 25
26
27 28