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
726
$442K ﹤0.01%
10,741
727
$442K ﹤0.01%
21,336
728
$439K ﹤0.01%
13,022
-583
729
$435K ﹤0.01%
13,620
730
$434K ﹤0.01%
15,555
+20
731
$431K ﹤0.01%
16,595
-80
732
$428K ﹤0.01%
19,183
-43,854
733
$428K ﹤0.01%
29,540
+16
734
$427K ﹤0.01%
2,485
735
$425K ﹤0.01%
20,436
736
$420K ﹤0.01%
+83,587
737
$418K ﹤0.01%
5,344
-1,052
738
$418K ﹤0.01%
5,312
-264
739
$411K ﹤0.01%
14,560
-900
740
$411K ﹤0.01%
3,165
+540
741
$410K ﹤0.01%
6,345
742
$408K ﹤0.01%
3,909
+159
743
$403K ﹤0.01%
165,005
+58,934
744
$401K ﹤0.01%
5,685
+5,370
745
$401K ﹤0.01%
9,244
+877
746
$397K ﹤0.01%
4,031
-13
747
$397K ﹤0.01%
26,885
+9,140
748
$396K ﹤0.01%
4,572
-2,796
749
$394K ﹤0.01%
8,977
-750
750
$394K ﹤0.01%
18,800
-110
28 29
30
31 32