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
751
$380K ﹤0.01%
9,000
752
$371K ﹤0.01%
2,655
-191
753
$368K ﹤0.01%
1,934
754
$362K ﹤0.01%
23,303
+156
755
$358K ﹤0.01%
2,329
-8,244
756
$355K ﹤0.01%
10,606
757
$355K ﹤0.01%
4,642
-100
758
$354K ﹤0.01%
8,219
759
$352K ﹤0.01%
+6,036
760
$345K ﹤0.01%
17,469
+8,382
761
$338K ﹤0.01%
2,632
762
$336K ﹤0.01%
6,651
763
$336K ﹤0.01%
+4,240
764
$333K ﹤0.01%
6,863
-13,794
765
$328K ﹤0.01%
6,523
+1,123
766
$325K ﹤0.01%
21,270
+2,270
767
$324K ﹤0.01%
1,595
768
$323K ﹤0.01%
14,000
769
$322K ﹤0.01%
+3,988
770
$322K ﹤0.01%
+2,050
771
$321K ﹤0.01%
+3,682
772
$320K ﹤0.01%
12,900
773
$317K ﹤0.01%
3,934
774
$314K ﹤0.01%
17,916
+7,352
775
$313K ﹤0.01%
6,541
-11,376
29 30
31
32 33