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
876
$207K ﹤0.01%
14,370
877
$206K ﹤0.01%
6,700
878
$206K ﹤0.01%
10,541
879
$205K ﹤0.01%
30,085
880
$205K ﹤0.01%
+19,811
881
$204K ﹤0.01%
6,890
-4,900
882
$204K ﹤0.01%
3,113
-45
883
$201K ﹤0.01%
3,857
884
$201K ﹤0.01%
3,122
-330
885
$201K ﹤0.01%
16,293
886
$198K ﹤0.01%
3,047
887
$194K ﹤0.01%
1,910
+575
888
$185K ﹤0.01%
5,373
889
$184K ﹤0.01%
13,071
890
$184K ﹤0.01%
2,142
-362
891
$179K ﹤0.01%
10,884
892
$179K ﹤0.01%
36,002
893
$174K ﹤0.01%
3,000
-3,983
894
$172K ﹤0.01%
5,700
895
$171K ﹤0.01%
3,350
896
$169K ﹤0.01%
42,000
+22,869
897
$160K ﹤0.01%
17,676
898
$158K ﹤0.01%
564
-30
899
$144K ﹤0.01%
15,887
900
$143K ﹤0.01%
60,000
34 35
36
37 38