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
101
$90M 0.23%
5,795,173
-748,187
102
$85.6M 0.22%
8,712,301
-1,200,622
103
$84.3M 0.22%
223,351
+1,742
104
$83.1M 0.22%
259,668
+75,552
105
$83M 0.22%
279,332
-258,795
106
$82.3M 0.21%
1,378,973
-326,047
107
$81.9M 0.21%
3,367,854
+330,969
108
$81.8M 0.21%
1,474,636
+314,710
109
$80.2M 0.21%
1,081,432
+71,897
110
$78.3M 0.2%
377,060
+2,398
111
$76.7M 0.2%
1,097,623
-3,635
112
$75.5M 0.2%
3,152,133
+152,175
113
$73.7M 0.19%
191,119
+167,484
114
$72.8M 0.19%
110,850
+11,290
115
$72.6M 0.19%
2,038,719
+150,878
116
$72.4M 0.19%
1,046,442
+305,992
117
$72.3M 0.19%
458,565
-26,173
118
$71.6M 0.19%
502,527
+29,809
119
$69.4M 0.18%
2,051,410
-10,000
120
$68.4M 0.18%
899,261
+269,686
121
$68.1M 0.18%
176,543
+158,731
122
$68M 0.18%
851,912
+248,563
123
$68M 0.18%
1,296,771
-46,949
124
$67.2M 0.17%
276,230
-4,873
125
$67.1M 0.17%
1,405,244
-104,003
3 4
5
6 7