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
1276
– –
-3,945
1277
$0 ﹤0.01%
11
1278
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-1,490
1279
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-4,827
1280
– –
-17,684
1281
– –
-125,430
1282
– –
-850
1283
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-6
1284
– –
-98,813
1285
– –
-23,774
1286
$0 ﹤0.01%
+2
1287
– –
-3,300
1288
$0 ﹤0.01%
3
1289
– –
-350
1290
– –
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1291
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-8,268
1292
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-33,751
1293
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-5,602
1294
$0 ﹤0.01%
+6
1295
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-218
1296
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-190
1297
– –
-27,100
1298
– –
-220
1299
– –
-3,017
1300
– –
-1,490
50 51
52
53 54