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
$45.2B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$349M
2
+$233M
3
+$208M
4
ARES icon
Ares Management
ARES
+$132M
5
ENLT icon
Enlight Renewable Energy
ENLT
+$98.9M

Top Sells

1
+$309M
2
+$261M
3
+$137M
4
SIVB
SVB Financial Group
SIVB
+$109M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$102M

Sector Composition

1 Technology 19.01%
2 Financials 14.31%
3 Healthcare 10.26%
4 Energy 8.41%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$107M 0.24%
2,999,076
-142,751
102
$106M 0.23%
2,590,988
-53,696
103
$103M 0.23%
725,251
-7,763
104
$101M 0.22%
1,296,094
+10,910
105
$98.9M 0.22%
+470,149
106
$96.2M 0.21%
233,935
-12,051
107
$93.8M 0.21%
3,713,170
+2,606,270
108
$90.2M 0.2%
737,093
-712,810
109
$89.3M 0.2%
+531,498
110
$87.9M 0.19%
1,135,126
-28,630
111
$86.9M 0.19%
272,681
-202,182
112
$86.9M 0.19%
136,560
+78,256
113
$85.9M 0.19%
797,010
+26,040
114
$85.3M 0.19%
1,917,073
+936
115
$85.1M 0.19%
3,914,810
+180,896
116
$84.7M 0.19%
808,782
-3,259
117
$84.1M 0.19%
371,284
-419,880
118
$84.1M 0.19%
2,217,223
+68,014
119
$83.7M 0.19%
292,904
-4,911
120
$83M 0.18%
585,228
-1,490
121
$82.6M 0.18%
1,437,872
-41,717
122
$82.4M 0.18%
423,274
+25,486
123
$82.4M 0.18%
183,971
-3,312
124
$81.7M 0.18%
7,462
+67
125
$81.4M 0.18%
545,999
-160,866
3 4
5
6 7