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
826
$255K ﹤0.01%
4,325
827
$255K ﹤0.01%
3,263
+392
828
$253K ﹤0.01%
6,773
-73
829
$252K ﹤0.01%
2,632
830
$251K ﹤0.01%
8,219
-47
831
$247K ﹤0.01%
3,400
832
$247K ﹤0.01%
4,671
-204
833
$247K ﹤0.01%
+2,670
834
$246K ﹤0.01%
3,490
+104
835
$246K ﹤0.01%
4,004
-11,768
836
$245K ﹤0.01%
14,582
+1
837
$245K ﹤0.01%
3,633
-71,128
838
$245K ﹤0.01%
13,263
839
$244K ﹤0.01%
4,129
-14,178
840
$244K ﹤0.01%
10,608
841
$242K ﹤0.01%
17,225
842
$242K ﹤0.01%
1,519
-67
843
$241K ﹤0.01%
15,524
844
$239K ﹤0.01%
11,482
-2,580
845
$239K ﹤0.01%
6,036
+697
846
$239K ﹤0.01%
760,899
-136,420
847
$239K ﹤0.01%
1,293
-473
848
$238K ﹤0.01%
21,000
849
$235K ﹤0.01%
12,282
-2,998
850
$235K ﹤0.01%
12,517
-83
32 33
34
35 36