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
1101
$6K ﹤0.01%
77
1102
$6K ﹤0.01%
232
1103
$5K ﹤0.01%
1,080
-23
1104
$5K ﹤0.01%
+38
1105
$5K ﹤0.01%
105
-1,211
1106
$5K ﹤0.01%
220
1107
$5K ﹤0.01%
33
+3
1108
$5K ﹤0.01%
48
1109
$5K ﹤0.01%
215
1110
$5K ﹤0.01%
+74
1111
$5K ﹤0.01%
182
1112
$5K ﹤0.01%
326
1113
$5K ﹤0.01%
261
1114
$5K ﹤0.01%
+1,000
1115
$5K ﹤0.01%
199
1116
$4K ﹤0.01%
128
1117
$4K ﹤0.01%
1,161
1118
$4K ﹤0.01%
804
1119
$4K ﹤0.01%
119
1120
$4K ﹤0.01%
+394
1121
$4K ﹤0.01%
230
-18
1122
$4K ﹤0.01%
+477
1123
$4K ﹤0.01%
86
-6,770
1124
$4K ﹤0.01%
+47
1125
$4K ﹤0.01%
+842
43 44
45
46 47