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
651
$738K ﹤0.01%
24,529
+64
652
$733K ﹤0.01%
43,221
-924
653
$732K ﹤0.01%
11,559
-2,200
654
$731K ﹤0.01%
12,192
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655
$728K ﹤0.01%
25,209
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656
$722K ﹤0.01%
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657
$713K ﹤0.01%
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658
$705K ﹤0.01%
6,064
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659
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28,014
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660
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661
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7,055
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662
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19,607
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663
$662K ﹤0.01%
5,603
664
$660K ﹤0.01%
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11,384
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14,962
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14,889
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668
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2,867
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$636K ﹤0.01%
6,193
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670
$636K ﹤0.01%
5,956
671
$630K ﹤0.01%
6,915
-626
672
$630K ﹤0.01%
221,024
673
$627K ﹤0.01%
9,799
-2,795
674
$626K ﹤0.01%
25,087
675
$626K ﹤0.01%
2,743
-62
25 26
27
28 29