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
1301
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-3,354
1302
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-909
1303
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-16
1304
$0 ﹤0.01%
1
1305
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1306
$0 ﹤0.01%
105
1307
– –
-7,423
1308
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-33
1309
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-32
1310
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-2,000
1311
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-6,799
1312
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-400
1313
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-3,256
1314
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-14,276
1315
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-40
1316
$0 ﹤0.01%
2
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1317
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-67,100
1318
$0 ﹤0.01%
126
1319
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21
1320
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-2
1321
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-4,000
1322
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-600
1323
$0 ﹤0.01%
171
1324
– –
-290
1325
– –
-2,071
50 51 52
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