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
776
$310K ﹤0.01%
1,797
-271,850
777
$308K ﹤0.01%
3,337
778
$303K ﹤0.01%
14,241
+898
779
$303K ﹤0.01%
7,967
+926
780
$302K ﹤0.01%
18,935
+7,915
781
$302K ﹤0.01%
20,000
782
$297K ﹤0.01%
1,075
783
$297K ﹤0.01%
10,070
-250
784
$295K ﹤0.01%
8,159
785
$294K ﹤0.01%
1,453
-73,892
786
$294K ﹤0.01%
13,437
-8,499
787
$292K ﹤0.01%
+2,100
788
$290K ﹤0.01%
3,392
-205
789
$284K ﹤0.01%
34,496
-1,612
790
$281K ﹤0.01%
17,244
791
$278K ﹤0.01%
+5,448
792
$274K ﹤0.01%
+767
793
$272K ﹤0.01%
10,413
794
$271K ﹤0.01%
5,180
+470
795
$271K ﹤0.01%
+1,723
796
$269K ﹤0.01%
+847
797
$266K ﹤0.01%
23,977
+1,272
798
$265K ﹤0.01%
14,523
-101
799
$263K ﹤0.01%
5,562
800
$263K ﹤0.01%
+1,993
30 31
32
33 34