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
276
$15.8M 0.03%
296,567
-4,289
277
$15.7M 0.03%
601,181
+3,231
278
$15.4M 0.03%
23,571
-7,867
279
$15.2M 0.03%
152,955
-63,153
280
$15.1M 0.03%
93,093
+1,655
281
$15M 0.03%
260,978
+5,600
282
$15M 0.03%
+650,044
283
$14.9M 0.03%
292,507
+892
284
$14.9M 0.03%
220,323
-17,098
285
$14.9M 0.03%
228,882
-86,652
286
$14.8M 0.03%
182,773
+1,145
287
$14.6M 0.03%
66,406
+65,858
288
$14.5M 0.03%
164,759
+48,099
289
$14.4M 0.03%
275,309
-36,883
290
$14.2M 0.03%
326,483
+5,280
291
$13.9M 0.03%
413,044
-218,709
292
$13.6M 0.03%
545,303
-52,268
293
$13.5M 0.03%
181,065
-93,929
294
$13.4M 0.03%
454,046
-818,660
295
$13.2M 0.03%
259,505
-19,688
296
$13M 0.03%
43,617
-7,310
297
$12.8M 0.03%
114,811
-105,656
298
$12.8M 0.03%
360,337
+6,402
299
$12.7M 0.03%
482,154
+46,344
300
$12.7M 0.03%
261,230
+10,318
10 11
12
13 14