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
51
$235M 0.61%
724,364
+21,704
52
$227M 0.59%
2,007,437
-14,367
53
$213M 0.55%
2,257,677
-139,178
54
$205M 0.53%
2,303,530
-8,175
55
$201M 0.52%
956,169
-320,571
56
$197M 0.51%
3,171,957
+21,312
57
$190M 0.49%
108,453
-1,502
58
$188M 0.49%
946,035
-2,947
59
$188M 0.49%
1,975,118
-297,625
60
$183M 0.47%
+842,748
61
$182M 0.47%
299,499
-5,349
62
$181M 0.47%
18,130,489
-636,037
63
$176M 0.46%
1,591,424
-117,743
64
$174M 0.45%
459,786
-4,256
65
$173M 0.45%
1,843,564
-6,577
66
$160M 0.42%
812,030
+4,448
67
$157M 0.41%
9,463,594
-260,727
68
$155M 0.4%
1,172,196
+334,445
69
$154M 0.4%
1,466,343
-23,009
70
$148M 0.38%
426,339
+49,866
71
$143M 0.37%
4,888,949
-27,018
72
$140M 0.36%
1,862,797
-922,922
73
$139M 0.36%
2,377,998
-182,226
74
$138M 0.36%
2,466,326
+10,809
75
$132M 0.34%
6,980,273
+519,339
1 2
3
4 5