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
126
$66.4M 0.17%
189,273
-74,750
127
$66.3M 0.17%
936,542
+423,706
128
$66.1M 0.17%
350,518
+58,325
129
$64.5M 0.17%
1,170,342
+317,147
130
$64.4M 0.17%
813,446
-125,984
131
$61.4M 0.16%
1,907,038
-61,146
132
$60.9M 0.16%
452,948
+33,270
133
$59.9M 0.16%
3,953,580
-4,844,640
134
$59.7M 0.16%
275,573
+30,105
135
$59.6M 0.15%
414,585
+833
136
$59M 0.15%
1,210,728
+475,137
137
$58.4M 0.15%
1,375,079
+101,624
138
$57.1M 0.15%
193,790
+42,214
139
$56.2M 0.15%
26,137
-3,599
140
$55.2M 0.14%
342,109
-9,830
141
$54.5M 0.14%
279,218
-33,689
142
$54.2M 0.14%
867,919
+228,360
143
$52.3M 0.14%
3,207,854
-79,358
144
$52.1M 0.14%
109,644
+89,481
145
$51.7M 0.13%
1,485,351
+709,910
146
$51.6M 0.13%
602,360
+2,917
147
$50.1M 0.13%
1,309,695
+172,206
148
$48.5M 0.13%
1,555,009
-461,112
149
$47.2M 0.12%
973,776
+2,309
150
$46.6M 0.12%
170,098
+90,745
4 5
6
7 8