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
826
$220K ﹤0.01%
+3,013
827
$220K ﹤0.01%
+3,290
828
$219K ﹤0.01%
1,552
-300
829
$217K ﹤0.01%
+810
830
$217K ﹤0.01%
+1,990
831
$215K ﹤0.01%
+955
832
$215K ﹤0.01%
+3,400
833
$212K ﹤0.01%
+2,176
834
$211K ﹤0.01%
+2,935
835
$211K ﹤0.01%
+2,256
836
$210K ﹤0.01%
+3,782
837
$209K ﹤0.01%
12,000
838
$208K ﹤0.01%
9,370
839
$206K ﹤0.01%
+3,325
840
$204K ﹤0.01%
+5,048
841
$204K ﹤0.01%
+2,100
842
$203K ﹤0.01%
+19,625
843
$202K ﹤0.01%
+3,640
844
$201K ﹤0.01%
12,904
845
$198K ﹤0.01%
36,002
846
$197K ﹤0.01%
705,079
847
$196K ﹤0.01%
17,556
+1,126
848
$186K ﹤0.01%
22,468
+173
849
$174K ﹤0.01%
10,884
850
$174K ﹤0.01%
42,000
32 33
34
35 36