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
976
$42K ﹤0.01%
11,012
+119
977
$41K ﹤0.01%
7,080
978
$39K ﹤0.01%
640
979
$37K ﹤0.01%
+10,029
980
$36K ﹤0.01%
10,000
981
$36K ﹤0.01%
4,400
982
$34K ﹤0.01%
350
983
$34K ﹤0.01%
458
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984
$32K ﹤0.01%
350
-25
985
$32K ﹤0.01%
+800
986
$32K ﹤0.01%
552
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987
$31K ﹤0.01%
2,083
988
$31K ﹤0.01%
424
989
$30K ﹤0.01%
10,200
990
$29K ﹤0.01%
2,958
991
$29K ﹤0.01%
5,860
992
$29K ﹤0.01%
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993
$27K ﹤0.01%
277
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994
$27K ﹤0.01%
1,050
995
$27K ﹤0.01%
407
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996
$27K ﹤0.01%
1,354
-3,912
997
$26K ﹤0.01%
891
998
$26K ﹤0.01%
449
999
$26K ﹤0.01%
1,425
1000
$25K ﹤0.01%
280
38 39
40
41 42