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
851
$165K ﹤0.01%
2,750
852
$160K ﹤0.01%
766
-142
853
$138K ﹤0.01%
28,989
+8,214
854
$134K ﹤0.01%
15,588
855
$127K ﹤0.01%
34,643
-148,612
856
$102K ﹤0.01%
60,000
857
$90.6K ﹤0.01%
18,462
-100
858
$72.9K ﹤0.01%
30,000
859
$66.4K ﹤0.01%
+100,030
860
$65.4K ﹤0.01%
47,050
861
$57.9K ﹤0.01%
+80,000
862
$56.7K ﹤0.01%
10,100
863
$55.6K ﹤0.01%
+20,967
864
$55.5K ﹤0.01%
30,000
-10,425
865
$41.4K ﹤0.01%
10,000
866
$40.6K ﹤0.01%
11,401
+133
867
$36.1K ﹤0.01%
+1,383
868
$34.8K ﹤0.01%
11,575
-270
869
$32.7K ﹤0.01%
813
870
$31.8K ﹤0.01%
336
+133
871
$31.3K ﹤0.01%
18,500
+7,500
872
$30.7K ﹤0.01%
13,237
+19
873
$27.6K ﹤0.01%
3,942
874
$27.1K ﹤0.01%
2,759
875
$25.8K ﹤0.01%
+8,000
33 34
35
36 37