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
926
$100K ﹤0.01%
12,365
+320
927
$99K ﹤0.01%
11,809
-5,183
928
$99K ﹤0.01%
1,938
-328
929
$98K ﹤0.01%
10,000
930
$94K ﹤0.01%
905
931
$92K ﹤0.01%
47,950
+23,285
932
$91K ﹤0.01%
+10,719
933
$90K ﹤0.01%
4,850
934
$87K ﹤0.01%
4,887
-2,670
935
$83K ﹤0.01%
338
+150
936
$81K ﹤0.01%
13,468
-1,385
937
$80K ﹤0.01%
3,990
938
$78K ﹤0.01%
11,904
939
$78K ﹤0.01%
1,910
940
$78K ﹤0.01%
813
+564
941
$76K ﹤0.01%
545
-1,390
942
$75K ﹤0.01%
1,300
943
$74K ﹤0.01%
+1,500
944
$73K ﹤0.01%
5,702
+1,350
945
$71K ﹤0.01%
10,000
-4
946
$68K ﹤0.01%
2,400
-1,500
947
$67K ﹤0.01%
1,410
948
$65K ﹤0.01%
1,025
949
$65K ﹤0.01%
1,985
950
$64K ﹤0.01%
681
36 37
38
39 40