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
1226
– –
-13
1227
$0 ﹤0.01%
135
1228
– –
-41
1229
– –
-148
1230
– –
-138,808
1231
– –
-7,079
1232
– –
-41,672
1233
– –
-16
1234
– –
-21
1235
– –
-134
1236
– –
-20,014
1237
– –
-16,757
1238
– –
-11,670
1239
– –
-3,539
1240
– –
-14,504
1241
– –
-11
1242
– –
-1,009
1243
– –
-1,229
1244
$0 ﹤0.01%
+17
1245
– –
-23
1246
– –
-540
1247
$0 ﹤0.01%
+4
1248
– –
-11
1249
– –
-17,980
1250
– –
-15,358
48 49
50
51 52