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
251
$19.7M 0.04%
55,531
+183
252
$19.6M 0.04%
120,277
+2,025
253
$19.6M 0.04%
313,250
+17,581
254
$19.1M 0.04%
73,591
-2,985
255
$19M 0.04%
164,547
-325,925
256
$18.7M 0.04%
80,719
-784
257
$18.5M 0.04%
155,900
-901
258
$18.3M 0.04%
+101,715
259
$18.3M 0.04%
1,359,843
+195,860
260
$18.2M 0.04%
569,128
-235,109
261
$18.2M 0.04%
455,390
+1,940
262
$18.1M 0.04%
151,366
-159
263
$17.9M 0.04%
51,704
-36
264
$17.8M 0.04%
119,818
+2,832
265
$17.6M 0.04%
71,023
-64,530
266
$17.2M 0.04%
93,480
+1,351
267
$16.7M 0.04%
41,128
+735
268
$16.7M 0.04%
170,347
-3,934
269
$16.7M 0.04%
+307,704
270
$16.7M 0.04%
143,457
-11,322
271
$16.6M 0.04%
151,232
-80,618
272
$16.6M 0.04%
183,153
+15,947
273
$16.5M 0.04%
126,620
-21,263
274
$16.2M 0.04%
48,128
-824
275
$16.1M 0.04%
88,877
+4,142
9 10
11
12 13