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
676
$612K ﹤0.01%
4,938
-150
677
$598K ﹤0.01%
32,196
-1,443
678
$597K ﹤0.01%
63,557
+24,234
679
$591K ﹤0.01%
254,590
+51,000
680
$589K ﹤0.01%
15,704
+2,154
681
$579K ﹤0.01%
13,026
-4,464
682
$578K ﹤0.01%
7,891
+244
683
$574K ﹤0.01%
15,257
+324
684
$574K ﹤0.01%
5,474
-2,775
685
$569K ﹤0.01%
18,000
+2,285
686
$568K ﹤0.01%
18,929
-48,890
687
$564K ﹤0.01%
23,500
688
$558K ﹤0.01%
2,472
+45
689
$558K ﹤0.01%
+13,182
690
$548K ﹤0.01%
14,000
+1,500
691
$543K ﹤0.01%
3,518
-210
692
$530K ﹤0.01%
40,642
+5,085
693
$529K ﹤0.01%
21,336
694
$528K ﹤0.01%
12,834
695
$528K ﹤0.01%
14,055
+1,299
696
$527K ﹤0.01%
15,390
-903
697
$527K ﹤0.01%
24,500
698
$524K ﹤0.01%
18,423
699
$520K ﹤0.01%
8,574
700
$518K ﹤0.01%
4,035
+4
26 27
28
29 30