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
51
$230M 0.51%
1,090,828
-16,334
52
$228M 0.51%
562,979
-165,182
53
$227M 0.5%
2,153,211
+152,211
54
$226M 0.5%
472,733
-4,865
55
$220M 0.49%
1,412,916
-1,460
56
$218M 0.48%
978,120
-9,616
57
$216M 0.48%
2,582,608
+16,310
58
$212M 0.47%
1,526,004
-202,287
59
$208M 0.46%
+1,002,636
60
$207M 0.46%
309,192
-3,018
61
$204M 0.45%
1,734,216
-9,869
62
$203M 0.45%
1,425,793
-351,969
63
$198M 0.44%
2,498,616
+783,068
64
$187M 0.41%
3,579,163
-774,317
65
$180M 0.4%
2,113,066
-26,873
66
$179M 0.4%
4,250,402
-19,925
67
$177M 0.39%
3,810,718
-20,005
68
$159M 0.35%
874,402
-96,214
69
$159M 0.35%
2,863,664
-5,573,406
70
$159M 0.35%
828,193
-10,806
71
$156M 0.35%
4,279,640
-11,657
72
$156M 0.35%
1,872,686
+1,579,332
73
$149M 0.33%
3,341,094
-32,466
74
$146M 0.32%
1,333,533
+38,550
75
$142M 0.31%
1,505,215
+168,167
1 2
3
4 5