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
726
$440K ﹤0.01%
7,057
727
$439K ﹤0.01%
+5,229
728
$438K ﹤0.01%
+3,111
729
$434K ﹤0.01%
15,555
730
$434K ﹤0.01%
8,850
+2,303
731
$424K ﹤0.01%
+919
732
$421K ﹤0.01%
6,206
-13,512
733
$421K ﹤0.01%
+6,907
734
$420K ﹤0.01%
15,063
735
$418K ﹤0.01%
5,242
-34
736
$416K ﹤0.01%
4,492
+96
737
$411K ﹤0.01%
25,246
+890
738
$410K ﹤0.01%
16,105
+2,365
739
$407K ﹤0.01%
5,374
-30
740
$406K ﹤0.01%
44,793
+693
741
$405K ﹤0.01%
5,635
742
$402K ﹤0.01%
17,100
743
$402K ﹤0.01%
16,708
744
$402K ﹤0.01%
21,675
+8,165
745
$402K ﹤0.01%
6,845
-2,335
746
$397K ﹤0.01%
20,076
+76
747
$396K ﹤0.01%
5,017
-987
748
$392K ﹤0.01%
20,000
+10,000
749
$387K ﹤0.01%
+3,526
750
$386K ﹤0.01%
5,770
-116
28 29
30
31 32