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
176
$33.1M 0.09%
507,990
+883
177
$31.6M 0.08%
173,280
-3,479
178
$31.4M 0.08%
103,338
-1,591
179
$31.3M 0.08%
203,683
-42,137
180
$31.1M 0.08%
276,131
-156
181
$30.8M 0.08%
758,985
-16,290
182
$30.4M 0.08%
297,547
-4,094
183
$30.2M 0.08%
368,816
-8,651
184
$29.5M 0.08%
14,482,439
-329,271
185
$29.5M 0.08%
948,388
-15,602
186
$29.5M 0.08%
421,486
-10,448
187
$29.4M 0.08%
732,321
-5,432
188
$29.3M 0.08%
756,800
-13,610
189
$29.1M 0.08%
556,221
-5,676
190
$28.3M 0.07%
281,729
-17,577
191
$27.9M 0.07%
58,650
-54,868
192
$27.6M 0.07%
98,650
+115
193
$27.6M 0.07%
1,500,000
+849,956
194
$27.6M 0.07%
200,531
-5,247
195
$27.5M 0.07%
304,582
+300,237
196
$27.5M 0.07%
489,096
-67,143
197
$27.2M 0.07%
129,568
-2,791
198
$26.8M 0.07%
221,282
+76,645
199
$26.3M 0.07%
504,027
+151,009
200
$25.8M 0.07%
148,425
-1,678
6 7
8
9 10