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
201
$25.3M 0.07%
9,020,421
-225,413
202
$25.2M 0.07%
173,927
-7,864
203
$25.2M 0.07%
61,044
-5,125
204
$24.7M 0.06%
234,478
-6,002
205
$24.7M 0.06%
224,468
+9,919
206
$24.4M 0.06%
701,499
-8,478
207
$24.3M 0.06%
384,294
+250,295
208
$24.3M 0.06%
226,454
-5,403
209
$24M 0.06%
216,954
+4,488
210
$23.5M 0.06%
293,908
-8,155
211
$23.3M 0.06%
1,427,130
-5,440
212
$23.3M 0.06%
514,930
-18,880
213
$23.2M 0.06%
49,658
-931
214
$23.1M 0.06%
102,855
+2,853
215
$23.1M 0.06%
250,393
-4,998
216
$22.9M 0.06%
95,541
-3,087
217
$22.5M 0.06%
281,230
-687
218
$22.4M 0.06%
106,614
+18,389
219
$22.2M 0.06%
121,366
+948
220
$22M 0.06%
83,505
-6,656
221
$22M 0.06%
406,899
-7,044
222
$21.9M 0.06%
130,122
+128,238
223
$21.8M 0.06%
101,933
-1,544
224
$21.6M 0.06%
233,622
+5,759
225
$21.5M 0.06%
118,472
-1,694
7 8
9
10 11