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
801
$290K ﹤0.01%
+2,426
802
$288K ﹤0.01%
21,770
-463
803
$286K ﹤0.01%
11,400
804
$285K ﹤0.01%
11,413
805
$283K ﹤0.01%
38,500
806
$281K ﹤0.01%
+7,041
807
$280K ﹤0.01%
10,516
-2,400
808
$280K ﹤0.01%
12,032
-250
809
$280K ﹤0.01%
17,000
-13,704
810
$278K ﹤0.01%
10,148
811
$275K ﹤0.01%
11,995
812
$274K ﹤0.01%
585
-313
813
$273K ﹤0.01%
3,934
-73
814
$273K ﹤0.01%
1,305
-335
815
$270K ﹤0.01%
10,636
+1,222
816
$270K ﹤0.01%
+2,000
817
$267K ﹤0.01%
3,646
-64
818
$265K ﹤0.01%
30,670
-360
819
$263K ﹤0.01%
+2,100
820
$263K ﹤0.01%
67,279
-205
821
$262K ﹤0.01%
2,488
+155
822
$262K ﹤0.01%
10,415
-60
823
$261K ﹤0.01%
2,452
+282
824
$260K ﹤0.01%
31,000
825
$258K ﹤0.01%
5,150
31 32
33
34 35