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
1026
$20K ﹤0.01%
10,000
1027
$19K ﹤0.01%
1,852
1028
$19K ﹤0.01%
80
1029
$19K ﹤0.01%
305
-22
1030
$18K ﹤0.01%
667
1031
$18K ﹤0.01%
+324
1032
$18K ﹤0.01%
10,000
1033
$17K ﹤0.01%
165
1034
$17K ﹤0.01%
1,157
1035
$17K ﹤0.01%
171
1036
$17K ﹤0.01%
367
+163
1037
$17K ﹤0.01%
+410
1038
$16K ﹤0.01%
210
1039
$16K ﹤0.01%
2,280
1040
$15K ﹤0.01%
800
1041
$15K ﹤0.01%
49
+16
1042
$15K ﹤0.01%
578
1043
$15K ﹤0.01%
90
-13
1044
$14K ﹤0.01%
+1,394
1045
$14K ﹤0.01%
255
1046
$14K ﹤0.01%
277
-63
1047
$14K ﹤0.01%
17,135
1048
$13K ﹤0.01%
1,575
+395
1049
$13K ﹤0.01%
2,833
1050
$13K ﹤0.01%
250
40 41
42
43 44