CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
1
$1.95B 5.07%
7,607,805
-47,359
2
$1.62B 4.2%
11,820,976
-72,360
3
$1.3B 3.38%
12,249,826
+413,226
4
$943M 2.45%
8,653,920
-24,040
5
$758M 1.97%
1,475,420
-180
6
$728M 1.89%
3,699,067
+27,995
7
$709M 1.84%
10,730,763
+1,490,165
8
$653M 1.7%
7,154,461
-504,298
9
$628M 1.63%
5,740,340
-1,240
10
$549M 1.43%
7,093,315
+104,588
11
$538M 1.4%
2,394,093
+181,928
12
$511M 1.33%
8,082,740
-97,381
13
$482M 1.25%
1,757,026
-93,895
14
$470M 1.22%
4,327,491
+85,020
15
$470M 1.22%
1,393,935
-24,210
16
$451M 1.17%
1,763,672
+275,555
17
$448M 1.16%
4,664,836
+50,550
18
$421M 1.09%
3,126,245
-454,585
19
$400M 1.04%
3,548,361
-78,909
20
$398M 1.03%
2,290,342
+28,794
21
$386M 1%
1,810,539
+10,888
22
$363M 0.94%
1,628,028
+21,611
23
$363M 0.94%
8,506,307
-1,534
24
$359M 0.93%
660,369
-64
25
$354M 0.92%
2,763,228
+180,460
1
2 3 4 5