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
76
$141M 0.31%
2,364,169
+686,585
77
$141M 0.31%
883,147
-18,979
78
$141M 0.31%
892,784
+70,048
79
$138M 0.31%
1,717,288
+117,458
80
$135M 0.3%
3,965,500
-91,600
81
$135M 0.3%
672,194
-114,932
82
$132M 0.29%
446,758
-5,766
83
$129M 0.28%
2,768,988
+66,348
84
$128M 0.28%
3,236,385
+1,265,567
85
$125M 0.28%
3,579,341
+1,314,667
86
$124M 0.27%
3,505,181
-30,182
87
$122M 0.27%
2,070,243
+225,565
88
$120M 0.27%
545,799
+157,527
89
$120M 0.26%
544,283
-462,865
90
$119M 0.26%
81,894
+17,938
91
$117M 0.26%
1,514,610
+4,170
92
$117M 0.26%
1,042,519
-8,408
93
$117M 0.26%
377,668
+2,615
94
$114M 0.25%
1,088,004
-40,816
95
$111M 0.24%
462,726
-16,772
96
$110M 0.24%
420,199
+8,523
97
$109M 0.24%
945,352
-23,256
98
$108M 0.24%
540,172
+41,710
99
$108M 0.24%
1,328,535
+429,468
100
$108M 0.24%
486,045
-15,608
2 3
4
5 6