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
901
$143K ﹤0.01%
2,650
-280
902
$142K ﹤0.01%
11,283
-2,277
903
$139K ﹤0.01%
1,082
-21
904
$138K ﹤0.01%
6,510
905
$137K ﹤0.01%
15,524
+34
906
$137K ﹤0.01%
6,720
-14,878
907
$136K ﹤0.01%
+5,000
908
$130K ﹤0.01%
+16,686
909
$128K ﹤0.01%
2,174
-7,058
910
$126K ﹤0.01%
4,884
-4,869
911
$125K ﹤0.01%
2,427
-1,803
912
$124K ﹤0.01%
+11,879
913
$116K ﹤0.01%
1,408
914
$116K ﹤0.01%
1,591
-1,019
915
$113K ﹤0.01%
1,715
916
$113K ﹤0.01%
9,709
+1,550
917
$111K ﹤0.01%
10,000
918
$110K ﹤0.01%
1,640
919
$108K ﹤0.01%
624
-633
920
$108K ﹤0.01%
920
+132
921
$107K ﹤0.01%
+5,602
922
$105K ﹤0.01%
9,445
-2,320
923
$104K ﹤0.01%
5,000
924
$101K ﹤0.01%
+1,604
925
$101K ﹤0.01%
3,120
35 36
37
38 39