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
$30.7B
AUM Growth
+$2.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
945
New
Increased
Reduced
Closed

Top Buys

1
+$122M
2
+$118M
3
+$90.8M
4
BN icon
Brookfield
BN
+$82.4M
5
BX icon
Blackstone
BX
+$70.4M

Top Sells

1
+$119M
2
+$114M
3
+$99.1M
4
ORCL icon
Oracle
ORCL
+$86.8M
5
PYPL icon
PayPal
PYPL
+$60.9M

Sector Composition

1 Technology 21.23%
2 Financials 14.61%
3 Healthcare 13.77%
4 Energy 10.8%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16.2M 0.05%
525,774
-353,595
227
$16.2M 0.05%
53,816
-43
228
$16.1M 0.05%
151,608
+963
229
$16M 0.05%
105,967
+37,898
230
$15.8M 0.05%
243,771
-22,207
231
$15.8M 0.05%
107,353
+34
232
$15.8M 0.05%
207,160
+1,126
233
$15.8M 0.05%
172,941
+150,705
234
$15.7M 0.05%
214,711
-9,650
235
$15.7M 0.05%
143,911
+531
236
$15.7M 0.05%
66,199
-215
237
$15.4M 0.05%
170,091
+161,012
238
$15M 0.05%
138,257
-7,414
239
$14.9M 0.05%
216,496
+53,820
240
$14.9M 0.05%
341,828
-635
241
$14.8M 0.05%
368,854
-3,250
242
$14.6M 0.05%
149,059
+2,307
243
$14.5M 0.05%
25,956
-2,268
244
$14.3M 0.05%
85,065
+4,403
245
$14M 0.05%
154,725
+16,526
246
$14M 0.05%
297,243
-1,375
247
$14M 0.05%
173,968
+784
248
$13.9M 0.05%
128,881
-562,583
249
$13.9M 0.05%
176,809
+1,773
250
$13.9M 0.05%
1,021,925
+13,930
8 9
10
11 12