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
776
$335K ﹤0.01%
+10,606
777
$334K ﹤0.01%
25,496
-5,964
778
$333K ﹤0.01%
13,343
+50
779
$333K ﹤0.01%
17,440
-213
780
$330K ﹤0.01%
3,417
-207
781
$327K ﹤0.01%
4,214
-3,253
782
$325K ﹤0.01%
44,100
783
$325K ﹤0.01%
2,506
-249
784
$324K ﹤0.01%
3,264
785
$320K ﹤0.01%
13,740
-7,596
786
$320K ﹤0.01%
29,735
787
$316K ﹤0.01%
2,217
-5,431
788
$316K ﹤0.01%
1,934
789
$315K ﹤0.01%
6,249
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$312K ﹤0.01%
2,034
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$312K ﹤0.01%
3,450
792
$309K ﹤0.01%
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793
$305K ﹤0.01%
10,285
794
$303K ﹤0.01%
2,550
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795
$303K ﹤0.01%
6,167
-19,487
796
$301K ﹤0.01%
26,000
-4,000
797
$299K ﹤0.01%
3,843
798
$298K ﹤0.01%
2,050
799
$298K ﹤0.01%
4,629
-166
800
$293K ﹤0.01%
37,407
30 31
32
33 34