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
701
$515K ﹤0.01%
1,636
-7,180
702
$515K ﹤0.01%
+27,061
703
$506K ﹤0.01%
3,199
704
$506K ﹤0.01%
22,157
-38,317
705
$504K ﹤0.01%
6,540
-1,543
706
$503K ﹤0.01%
22,136
707
$499K ﹤0.01%
5,344
708
$492K ﹤0.01%
17,000
709
$491K ﹤0.01%
10,148
-2,997
710
$490K ﹤0.01%
18,200
+190
711
$490K ﹤0.01%
+12,363
712
$489K ﹤0.01%
14,240
713
$488K ﹤0.01%
11,648
-363
714
$485K ﹤0.01%
+2,638
715
$477K ﹤0.01%
+12,270
716
$476K ﹤0.01%
17,133
+1,685
717
$474K ﹤0.01%
39,571
-2,154
718
$472K ﹤0.01%
4,321
-100
719
$469K ﹤0.01%
+9,806
720
$465K ﹤0.01%
6,490
+1,810
721
$464K ﹤0.01%
10,315
-1,048
722
$462K ﹤0.01%
5,891
+32
723
$453K ﹤0.01%
6,203
724
$443K ﹤0.01%
26,780
+1,000
725
$440K ﹤0.01%
+2,300
27 28
29
30 31