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
251
$15.8M 0.04%
148,148
-6,122
252
$15.3M 0.04%
68,658
-359
253
$15.2M 0.04%
179,826
+904
254
$15.1M 0.04%
239,820
-4,861
255
$14.6M 0.04%
151,785
-483
256
$14.3M 0.04%
331,537
-65,915
257
$14.2M 0.04%
458,960
+7,112
258
$14.1M 0.04%
42,358
-1,426
259
$13.8M 0.04%
238,539
-645
260
$13.5M 0.04%
573,430
+82,350
261
$13.5M 0.04%
75,726
+14,946
262
$13.5M 0.04%
50,526
-34,308
263
$13.4M 0.04%
521,639
-28,311
264
$13.4M 0.04%
155,820
+34,181
265
$13.4M 0.04%
286,048
+3,013
266
$13.3M 0.04%
+320,292
267
$13.3M 0.04%
140,469
+37,213
268
$13M 0.03%
321,600
-17,252
269
$12.9M 0.03%
7,828
-100,625
270
$12.8M 0.03%
94,599
+1,474
271
$12.8M 0.03%
97,966
-1,795
272
$12.7M 0.03%
180,996
+1,030
273
$12.6M 0.03%
40,760
+334
274
$12.5M 0.03%
293,678
+2,230
275
$12.4M 0.03%
169,717
-667
9 10
11
12 13