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
$37.1B
AUM Growth
-$1.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Buys

1
+$78.5M
2
+$75.4M
3
+$68.1M
4
VICI icon
VICI Properties
VICI
+$63.3M
5
COP icon
ConocoPhillips
COP
+$60.3M

Top Sells

1
+$165M
2
+$109M
3
+$77M
4
EOG icon
EOG Resources
EOG
+$75.7M
5
TMUS icon
T-Mobile US
TMUS
+$41M

Sector Composition

1 Technology 22.43%
2 Healthcare 14.73%
3 Financials 13.73%
4 Consumer Discretionary 8.2%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20.2M 0.05%
149,316
+74,189
227
$20.2M 0.05%
143,975
+485
228
$19.7M 0.05%
122,034
+668
229
$19.7M 0.05%
453,316
+5,810
230
$19.6M 0.05%
278,674
-2,556
231
$19.6M 0.05%
402,550
-4,349
232
$19.6M 0.05%
620,043
+303,081
233
$19.3M 0.05%
53,125
+48,073
234
$18.8M 0.05%
106,849
+235
235
$18.4M 0.05%
414,920
-2,900
236
$18.3M 0.05%
525,556
+14,458
237
$18.2M 0.05%
210,158
+125,656
238
$18.1M 0.05%
591,583
-298,799
239
$18.1M 0.05%
599,016
-40,142
240
$17.8M 0.05%
1,387,965
-39,165
241
$17.2M 0.05%
289,548
-4,360
242
$17.1M 0.05%
124,359
+710
243
$16.8M 0.05%
+90,738
244
$16.7M 0.04%
314,267
-49,024
245
$16.6M 0.04%
446,865
-30,956
246
$16.6M 0.04%
211,853
+8,682
247
$16.6M 0.04%
251,851
+742
248
$16.5M 0.04%
117,636
+703
249
$16.4M 0.04%
226,880
+426
250
$16.2M 0.04%
563,846
-90,200
8 9
10
11 12