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
651
$704K ﹤0.01%
11,275
652
$702K ﹤0.01%
7,448
-60
653
$699K ﹤0.01%
12,400
654
$699K ﹤0.01%
20,000
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655
$696K ﹤0.01%
9,452
-19
656
$691K ﹤0.01%
15,256
-64
657
$684K ﹤0.01%
2,691
-600
658
$682K ﹤0.01%
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659
$679K ﹤0.01%
221,024
660
$661K ﹤0.01%
37,173
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661
$642K ﹤0.01%
2,903
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662
$642K ﹤0.01%
21,002
-1,056
663
$639K ﹤0.01%
2,584
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664
$634K ﹤0.01%
18,850
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665
$633K ﹤0.01%
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$633K ﹤0.01%
18,295
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$626K ﹤0.01%
23,850
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668
$625K ﹤0.01%
1,915
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669
$619K ﹤0.01%
6,560
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670
$615K ﹤0.01%
8,600
-10,084
671
$614K ﹤0.01%
11,265
+419
672
$611K ﹤0.01%
20,329
+1,092
673
$604K ﹤0.01%
+54,825
674
$602K ﹤0.01%
34,039
-390
675
$592K ﹤0.01%
14,874
25 26
27
28 29