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
951
$63K ﹤0.01%
687
952
$63K ﹤0.01%
2,500
-3,750
953
$61K ﹤0.01%
2,500
954
$60K ﹤0.01%
2,680
955
$60K ﹤0.01%
1,101
-13,765
956
$59K ﹤0.01%
14,777
957
$57K ﹤0.01%
2,622
-2,622
958
$57K ﹤0.01%
10,100
959
$56K ﹤0.01%
2,440
960
$55K ﹤0.01%
2,300
961
$55K ﹤0.01%
25,000
+11,666
962
$54K ﹤0.01%
799
-603
963
$54K ﹤0.01%
528
-1,402
964
$53K ﹤0.01%
1,550
965
$52K ﹤0.01%
400
966
$52K ﹤0.01%
2,750
-10,728
967
$52K ﹤0.01%
13
968
$51K ﹤0.01%
277
969
$49K ﹤0.01%
1,650
970
$49K ﹤0.01%
555
-1,930
971
$48K ﹤0.01%
600
972
$48K ﹤0.01%
915
973
$48K ﹤0.01%
+30,220
974
$46K ﹤0.01%
1,000
975
$46K ﹤0.01%
245
+3
37 38
39
40 41