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
1201
– –
-10,536
1202
– –
-16,557
1203
– –
-10,750
1204
$0 ﹤0.01%
7
1205
$0 ﹤0.01%
50
1206
– –
-797,000
1207
– –
-9,173
1208
– –
-125,000
1209
– –
-4,193
1210
– –
-1,417
1211
– –
-1,656
1212
$0 ﹤0.01%
+13
1213
– –
-715
1214
– –
-120
1215
– –
-302
1216
– –
-2,104
1217
– –
-66
1218
$0 ﹤0.01%
1
-560
1219
– –
-183
1220
– –
-8,501
1221
– –
-16,648
1222
– –
-1,108
1223
$0 ﹤0.01%
+4
1224
– –
-2,281
1225
– –
-8,088
47 48
49
50 51