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
76
$130M 0.34%
740,308
+51,417
77
$130M 0.34%
328,414
+166,295
78
$125M 0.33%
819,170
+45,038
79
$120M 0.31%
1,855,029
+332,935
80
$118M 0.31%
885,574
+20,183
81
$117M 0.3%
421,538
+21,671
82
$117M 0.3%
3,927,794
+354,029
83
$115M 0.3%
2,817,345
+286,471
84
$110M 0.29%
4,223,550
-1,085,550
85
$110M 0.29%
503,818
-29,860
86
$108M 0.28%
727,973
+4,125
87
$106M 0.27%
687,828
-36,486
88
$105M 0.27%
1,156,293
+75,604
89
$104M 0.27%
379,793
+8,441
90
$101M 0.26%
504,774
-25,416
91
$101M 0.26%
2,432,354
+666,011
92
$100M 0.26%
448,463
-18,358
93
$98.9M 0.26%
583,845
+8,252
94
$98.8M 0.26%
2,518,762
-100,173
95
$96.4M 0.25%
1,046,478
-329,950
96
$96.3M 0.25%
629,157
+210,447
97
$95.8M 0.25%
1,649,675
-318,677
98
$94.7M 0.25%
1,053,906
+49,342
99
$93.5M 0.24%
1,001,220
-39,552
100
$92.3M 0.24%
1,028,686
-1,977,426
2 3
4
5 6