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
251
$13.5M 0.04%
83,059
+21,468
252
$13.4M 0.04%
45,740
+868
253
$13.4M 0.04%
89,686
-43,485
254
$13.2M 0.04%
131,442
-3,019
255
$13.2M 0.04%
708,050
+1,765
256
$13.2M 0.04%
232,530
-327,164
257
$12.9M 0.04%
66,595
+697
258
$12.9M 0.04%
304,774
+292,957
259
$12.7M 0.04%
151,870
+13,626
260
$12.6M 0.04%
49,618
+8,513
261
$12.5M 0.04%
71,886
+74
262
$12.4M 0.04%
31,721
+141
263
$12.3M 0.04%
+3,723,530
264
$12.2M 0.04%
551,601
+463,107
265
$12.1M 0.04%
393,903
-3,298
266
$12M 0.04%
514,466
-129,514
267
$11.8M 0.04%
245,473
-2,368,546
268
$11.5M 0.04%
447,167
+11,102
269
$11.4M 0.04%
601,371
-865,764
270
$11.2M 0.04%
118,583
+12,162
271
$11.2M 0.04%
151,186
-977
272
$11.2M 0.04%
86,626
-496
273
$11.1M 0.04%
161,740
+12,163
274
$10.8M 0.04%
2,724,358
-4,892
275
$10.8M 0.04%
88,788
+8,599
9 10
11
12 13