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
126
$81.2M 0.18%
179,289
-2,475
127
$80.2M 0.18%
1,165,145
-41,121
128
$79.4M 0.18%
1,190,748
+2,726
129
$77.6M 0.17%
1,099,932
+25,934
130
$76.6M 0.17%
1,723,166
-522,155
131
$76.2M 0.17%
1,037,339
-470,290
132
$75.4M 0.17%
2,620,487
-428,009
133
$75.3M 0.17%
513,582
+9,581
134
$73.3M 0.16%
225,889
-10,688
135
$73.2M 0.16%
1,144,670
-36,249
136
$72.9M 0.16%
1,080,473
-180,786
137
$72.6M 0.16%
273,666
-6,813
138
$71.8M 0.16%
143,407
+36,573
139
$70.3M 0.16%
1,339,128
+17,225
140
$69.3M 0.15%
1,196,181
+231,410
141
$69.1M 0.15%
1,420,285
+414,081
142
$68.9M 0.15%
1,495,311
+15,761
143
$67.1M 0.15%
982,128
+546,525
144
$67.1M 0.15%
563,784
-1,310
145
$66.6M 0.15%
221,806
-2,099
146
$65.7M 0.15%
473,711
+6,368
147
$64.4M 0.14%
1,152,428
+405,716
148
$64.3M 0.14%
693,569
-8,428
149
$63.8M 0.14%
263,717
-3,907
150
$63.6M 0.14%
443,942
-1,497
4 5
6
7 8