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
$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
1
$1.93B 4.27%
11,707,981
-24,508
2
$1.36B 3.02%
2,451,516
-468,883
3
$1.21B 2.68%
11,710,818
+64,449
4
$1.2B 2.65%
5,760,285
+41,746
5
$1.15B 2.55%
2,749,725
+831,985
6
$1.13B 2.5%
11,484,757
+436,378
7
$1.1B 2.43%
7,482,938
-296,275
8
$1B 2.22%
2,419,970
-17,066
9
$887M 1.96%
8,553,444
+60,039
10
$839M 1.86%
7,319,028
+98,062
11
$759M 1.68%
7,663,191
+1,919
12
$754M 1.67%
5,108,236
-926,125
13
$688M 1.52%
9,910,691
-857,717
14
$579M 1.28%
5,569,616
+7,577
15
$569M 1.26%
6,472,343
-642,480
16
$567M 1.26%
15,091,643
+1,228,489
17
$561M 1.24%
11,099,350
-705,265
18
$547M 1.21%
2,448,142
-26,609
19
$522M 1.15%
5,150,221
+600,594
20
$492M 1.09%
2,415,969
-20,860
21
$478M 1.06%
2,255,282
+196,127
22
$473M 1.05%
9,042,975
+100,715
23
$457M 1.01%
1,820,506
-28,529
24
$396M 0.88%
1,937,266
+71,209
25
$365M 0.81%
2,852,801
-140,076
1
2 3 4 5