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
276
$10.7M 0.04%
580,049
+16,900
277
$10.7M 0.03%
222,653
+3,965
278
$10.6M 0.03%
95,453
+145
279
$10.5M 0.03%
113,266
-104,547
280
$10.5M 0.03%
50,457
+1,232
281
$10.5M 0.03%
176,383
+1,598
282
$10.4M 0.03%
422,797
+403,941
283
$10.4M 0.03%
54,231
-42,137
284
$10.1M 0.03%
76,623
-6,062
285
$10M 0.03%
222,590
+184,937
286
$9.98M 0.03%
69,870
+1,514
287
$9.86M 0.03%
300,735
+31,124
288
$9.86M 0.03%
252,171
+9,991
289
$9.79M 0.03%
45,694
+14,872
290
$9.57M 0.03%
162,399
-13,452
291
$9.55M 0.03%
141,210
-56,799
292
$9.54M 0.03%
+53,539
293
$9.53M 0.03%
375,880
+55,110
294
$9.49M 0.03%
248,580
-24,653
295
$9.47M 0.03%
+218,227
296
$9.46M 0.03%
123,558
-4,207
297
$9.43M 0.03%
599,848
+2,514
298
$9.35M 0.03%
150,826
-272,566
299
$9.33M 0.03%
4,541
-116
300
$9.28M 0.03%
479,643
-9,052
10 11
12
13 14