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
701
$509K ﹤0.01%
96,583
-1,246
702
$504K ﹤0.01%
18,000
-199,000
703
$503K ﹤0.01%
18,558
-3,008
704
$500K ﹤0.01%
6,243
705
$496K ﹤0.01%
24,500
706
$496K ﹤0.01%
5,465
-890
707
$493K ﹤0.01%
10,520
-35
708
$491K ﹤0.01%
427
709
$481K ﹤0.01%
17,563
710
$468K ﹤0.01%
11,930
711
$467K ﹤0.01%
6,264
+168
712
$466K ﹤0.01%
7,797
+2,387
713
$465K ﹤0.01%
2,855
+26
714
$463K ﹤0.01%
3,286
+90
715
$463K ﹤0.01%
10,102
+1
716
$459K ﹤0.01%
14,515
+3,184
717
$457K ﹤0.01%
1,916
+584
718
$455K ﹤0.01%
+4,113
719
$455K ﹤0.01%
15,524
-566,789
720
$453K ﹤0.01%
13,273
-1,341
721
$453K ﹤0.01%
7,057
722
$451K ﹤0.01%
13,369
+1,150
723
$449K ﹤0.01%
4,352
-989
724
$449K ﹤0.01%
7,838
-2,094
725
$443K ﹤0.01%
20,300
27 28
29
30 31