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
151
$44.7M 0.12%
541,165
+248,115
152
$44.6M 0.12%
1,621,822
-48,272
153
$44M 0.11%
387,272
-13,825
154
$43.9M 0.11%
642,527
-119,453
155
$41.8M 0.11%
691,927
-25,770
156
$40.1M 0.1%
638,003
-5,492
157
$39.7M 0.1%
202,123
-898
158
$39.5M 0.1%
523,934
+520,375
159
$38.3M 0.1%
780,478
+472,774
160
$37.6M 0.1%
319,432
-109,311
161
$37.4M 0.1%
1,500,266
-986,920
162
$37M 0.1%
267,067
-16,588
163
$36.3M 0.09%
152,840
-2,088
164
$36.1M 0.09%
146,322
-142,250
165
$36M 0.09%
471,703
-59,548
166
$35.7M 0.09%
422,833
+35,522
167
$35.5M 0.09%
236,935
-3,629
168
$35.5M 0.09%
131,511
+761
169
$34.6M 0.09%
374,488
-7,238
170
$34.5M 0.09%
197,579
-3,891
171
$33.9M 0.09%
1,376,519
+4,738
172
$33.6M 0.09%
138,871
+95,254
173
$33.5M 0.09%
266,955
-533,817
174
$33.2M 0.09%
1,637,362
+163,168
175
$33.1M 0.09%
429,641
-12,743
5 6
7
8 9