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
676
$592K ﹤0.01%
27,736
677
$589K ﹤0.01%
5,856
-615
678
$588K ﹤0.01%
4,000
-6,000
679
$586K ﹤0.01%
13,500
680
$578K ﹤0.01%
5,603
681
$574K ﹤0.01%
24,647
682
$573K ﹤0.01%
16,116
+400
683
$571K ﹤0.01%
7,442
-15,083
684
$571K ﹤0.01%
3,906
+33
685
$569K ﹤0.01%
22,136
686
$567K ﹤0.01%
8,574
687
$565K ﹤0.01%
20,617
-6,683
688
$565K ﹤0.01%
5,952
+4,213
689
$563K ﹤0.01%
+15,420
690
$560K ﹤0.01%
5,178
-112
691
$559K ﹤0.01%
10,582
-4,351
692
$558K ﹤0.01%
27,308
+5,892
693
$539K ﹤0.01%
5,659
+24
694
$538K ﹤0.01%
9,795
+30
695
$530K ﹤0.01%
25,780
696
$530K ﹤0.01%
12,834
697
$527K ﹤0.01%
20,610
-120
698
$522K ﹤0.01%
57,521
-19,310
699
$521K ﹤0.01%
12,399
700
$520K ﹤0.01%
14,412
-1,102
26 27
28
29 30