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
1126
$4K ﹤0.01%
40
+2
1127
$4K ﹤0.01%
360
-20,530
1128
$3K ﹤0.01%
+52
1129
$3K ﹤0.01%
322
-15,285
1130
$3K ﹤0.01%
18
1131
$3K ﹤0.01%
39
1132
$3K ﹤0.01%
218
1133
$3K ﹤0.01%
134
1134
$3K ﹤0.01%
114
1135
$3K ﹤0.01%
800
1136
$3K ﹤0.01%
120
1137
$2K ﹤0.01%
+247
1138
$2K ﹤0.01%
45
1139
$2K ﹤0.01%
+48
1140
$2K ﹤0.01%
30
1141
$2K ﹤0.01%
31
1142
$2K ﹤0.01%
65
1143
$2K ﹤0.01%
25
-15
1144
$2K ﹤0.01%
28
1145
$2K ﹤0.01%
570
1146
$2K ﹤0.01%
51
1147
$2K ﹤0.01%
205
1148
$2K ﹤0.01%
104
1149
$2K ﹤0.01%
21
-108
1150
$2K ﹤0.01%
75
+63
44 45
46
47 48