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
876
$24.4K ﹤0.01%
655
877
$23K ﹤0.01%
20,000
878
$13.7K ﹤0.01%
10,000
879
$12.7K ﹤0.01%
267
880
$11.8K ﹤0.01%
14,620
881
$4.68K ﹤0.01%
836
882
$3.01K ﹤0.01%
54
883
$1.44K ﹤0.01%
10,000
884
– –
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885
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886
– –
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887
– –
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888
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889
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890
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891
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893
– –
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894
– –
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895
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896
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897
– –
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898
– –
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899
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34 35
36
37 38