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
801
$260K ﹤0.01%
14,945
-2,389
802
$260K ﹤0.01%
+2,600
803
$256K ﹤0.01%
17,000
804
$254K ﹤0.01%
+4,498
805
$254K ﹤0.01%
+1,910
806
$252K ﹤0.01%
+4,095
807
$250K ﹤0.01%
+2,375
808
$246K ﹤0.01%
+2,500
809
$245K ﹤0.01%
6,124
810
$240K ﹤0.01%
+7,570
811
$240K ﹤0.01%
+43
812
$239K ﹤0.01%
+5,529
813
$239K ﹤0.01%
+2,428
814
$234K ﹤0.01%
30,000
815
$233K ﹤0.01%
4,263
-2,178
816
$232K ﹤0.01%
+3,047
817
$232K ﹤0.01%
1,580
-1,017
818
$232K ﹤0.01%
7,135
+435
819
$231K ﹤0.01%
+1,490
820
$231K ﹤0.01%
10,819
+79
821
$231K ﹤0.01%
+23,039
822
$229K ﹤0.01%
96,705
+260
823
$227K ﹤0.01%
747
+1
824
$222K ﹤0.01%
+535
825
$222K ﹤0.01%
1,523
31 32
33
34 35