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
751
$391K ﹤0.01%
5,929
752
$391K ﹤0.01%
5,977
-10
753
$388K ﹤0.01%
9,000
754
$386K ﹤0.01%
1,594
-18
755
$381K ﹤0.01%
36,000
756
$380K ﹤0.01%
9,176
-2
757
$380K ﹤0.01%
11,931
+100
758
$377K ﹤0.01%
788
-7
759
$373K ﹤0.01%
17,708
-1,000
760
$371K ﹤0.01%
2,150
761
$371K ﹤0.01%
2,393
-9
762
$368K ﹤0.01%
3,710
763
$366K ﹤0.01%
+27,922
764
$366K ﹤0.01%
5,928
+620
765
$362K ﹤0.01%
22,990
-20,674
766
$361K ﹤0.01%
7,107
-4,110
767
$360K ﹤0.01%
10,094
-7,355
768
$356K ﹤0.01%
6,384
+68
769
$353K ﹤0.01%
6,824
770
$353K ﹤0.01%
10,346
-1,376
771
$353K ﹤0.01%
6,057
-371
772
$351K ﹤0.01%
50,000
+10,536
773
$345K ﹤0.01%
3,100
774
$345K ﹤0.01%
24,334
+4,504
775
$335K ﹤0.01%
5,520
29 30
31
32 33