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
851
$235K ﹤0.01%
9,750
+1,500
852
$234K ﹤0.01%
5,562
853
$234K ﹤0.01%
1,990
-75
854
$233K ﹤0.01%
6,073
-106
855
$232K ﹤0.01%
3,248
+1,697
856
$232K ﹤0.01%
17,162
857
$231K ﹤0.01%
11,671
+2,831
858
$228K ﹤0.01%
29,626
+102
859
$226K ﹤0.01%
30,000
860
$224K ﹤0.01%
16,617
861
$224K ﹤0.01%
20,849
-4,038
862
$223K ﹤0.01%
2,429
-6,259
863
$221K ﹤0.01%
5,975
-492
864
$220K ﹤0.01%
2,626
+1
865
$220K ﹤0.01%
19,000
866
$217K ﹤0.01%
2,850
867
$216K ﹤0.01%
2,244
-24,850
868
$216K ﹤0.01%
26,532
-4,504
869
$214K ﹤0.01%
4,761
870
$214K ﹤0.01%
2,571
-24
871
$212K ﹤0.01%
4,710
872
$211K ﹤0.01%
25,900
873
$211K ﹤0.01%
3,440
-732
874
$208K ﹤0.01%
9,370
875
$207K ﹤0.01%
+2,471
33 34
35
36 37