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
176
$45.9M 0.1%
463,924
+10,256
177
$45.2M 0.1%
602,034
+81,933
178
$44.9M 0.1%
439,101
+34,062
179
$44.4M 0.1%
1,788,013
+372,666
180
$43.7M 0.1%
337,504
+101
181
$42.3M 0.09%
917,879
-43,768
182
$41.6M 0.09%
310,969
+107,570
183
$41.3M 0.09%
131,099
+401
184
$40.9M 0.09%
659,514
+24,901
185
$40.3M 0.09%
207,747
+14,754
186
$39.7M 0.09%
131,777
-2,600
187
$38.9M 0.09%
116,849
-978
188
$38.9M 0.09%
235,717
+6,440
189
$37.9M 0.08%
369,400
+4,421
190
$37.2M 0.08%
92,831
-1,006
191
$36.7M 0.08%
439,237
+114,102
192
$35.9M 0.08%
111,788
-88,243
193
$35.5M 0.08%
1,411,217
-77,150
194
$35.5M 0.08%
658,284
+13,770
195
$34.6M 0.08%
9,388,686
+746,096
196
$34.5M 0.08%
420,067
+39,672
197
$34.4M 0.08%
697,404
+249,087
198
$34.3M 0.08%
102,576
+5,066
199
$34M 0.08%
288,234
+13,726
200
$34M 0.08%
647,169