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
1001
$25K ﹤0.01%
600
1002
$25K ﹤0.01%
208
+200
1003
$25K ﹤0.01%
200
1004
$24K ﹤0.01%
2,785
1005
$24K ﹤0.01%
164
-54
1006
$24K ﹤0.01%
250
1007
$24K ﹤0.01%
+1,450
1008
$24K ﹤0.01%
683
1009
$24K ﹤0.01%
3,190
1010
$24K ﹤0.01%
2,455
1011
$23K ﹤0.01%
1,676
1012
$23K ﹤0.01%
245
+18
1013
$23K ﹤0.01%
446
1014
$22K ﹤0.01%
530
1015
$22K ﹤0.01%
49,381
+32,258
1016
$21K ﹤0.01%
401
1017
$21K ﹤0.01%
510
1018
$21K ﹤0.01%
370
-5
1019
$21K ﹤0.01%
68
-8
1020
$21K ﹤0.01%
+625
1021
$21K ﹤0.01%
2,240
-145,585
1022
$20K ﹤0.01%
213
-6,714
1023
$20K ﹤0.01%
51
-474
1024
$20K ﹤0.01%
564
1025
$20K ﹤0.01%
292
39 40
41
42 43