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
$45.8B
AUM Growth
-$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,339
New
Increased
Reduced
Closed

Top Buys

1
+$201M
2
+$173M
3
+$152M
4
COP icon
ConocoPhillips
COP
+$91.7M
5
SPGI icon
S&P Global
SPGI
+$85.6M

Top Sells

1
+$205M
2
+$188M
3
+$160M
4
BX icon
Blackstone
BX
+$121M
5
BKNG icon
Booking.com
BKNG
+$69.5M

Sector Composition

1 Technology 23.55%
2 Financials 14.67%
3 Healthcare 13.16%
4 Consumer Discretionary 8.85%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$25.7M 0.06%
231,857
+73,794
227
$25.7M 0.06%
146,250
+3,397
228
$25.6M 0.06%
79,353
+49,261
229
$24.8M 0.05%
59,654
+4,332
230
$23.9M 0.05%
65,343
+1,828
231
$23.1M 0.05%
369,237
+48,738
232
$23.1M 0.05%
227,863
-10,430
233
$23M 0.05%
120,166
+3,806
234
$22.8M 0.05%
353,018
-433,367
235
$22.2M 0.05%
391,742
+11,373
236
$22M 0.05%
50,589
+855
237
$22M 0.05%
88,225
+3,132
238
$21.8M 0.05%
262,919
-47,412
239
$21.6M 0.05%
90,161
-19,382
240
$21.4M 0.05%
281,917
-32,680
241
$21.4M 0.05%
1,129,709
-10,864,869
242
$21M 0.05%
135,075
+16,655
243
$20.8M 0.05%
43,796
+513
244
$20.8M 0.05%
246,223
+4,579
245
$20.6M 0.04%
408,241
+8,029
246
$20.5M 0.04%
247,959
+18,823
247
$20.3M 0.04%
128,473
+2,018
248
$20M 0.04%
509,193
+265,512
249
$19.9M 0.04%
423,178
+101,417
250
$19.8M 0.04%
144,637
+142,665
8 9
10
11 12