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
201
$33M 0.07%
1,465,665
+90,590
202
$32.7M 0.07%
499,953
-17,511
203
$32.1M 0.07%
576,419
-313,825
204
$31.7M 0.07%
499,606
+25,320
205
$31.3M 0.07%
94,136
+92
206
$31M 0.07%
236,437
+2,271
207
$30.8M 0.07%
127,661
-13,903
208
$30.2M 0.07%
223,055
+424
209
$29.6M 0.07%
351,804
+123,948
210
$28M 0.06%
154,331
+6,121
211
$27.9M 0.06%
192,006
-2,724
212
$27.6M 0.06%
139,256
+116,485
213
$26.5M 0.06%
331,402
+58,717
214
$26.3M 0.06%
606,020
-14,582
215
$25.7M 0.06%
1,216,360
+65,861
216
$25.6M 0.06%
176,461
-7,355
217
$25.3M 0.06%
393,820
-26,460
218
$24.9M 0.06%
294,694
+30,892
219
$24.9M 0.06%
1,585,570
+215,565
220
$24.7M 0.05%
+705,289
221
$24.6M 0.05%
+227,551
222
$24.5M 0.05%
337,586
+252,367
223
$24.4M 0.05%
57,129
-768
224
$24.2M 0.05%
120,981
-885
225
$24.2M 0.05%
221,022
+213,380
7 8
9
10 11