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
276
$12.4M 0.03%
538,741
+536,301
277
$12.2M 0.03%
284,135
-2,526
278
$12.2M 0.03%
123,154
-14,209
279
$12.1M 0.03%
437,584
+3,840
280
$12M 0.03%
455,534
+152,766
281
$12M 0.03%
540,990
-23,106
282
$12M 0.03%
1,086,233
+217,957
283
$11.9M 0.03%
1,038,505
+109,376
284
$11.9M 0.03%
61,063
+6,114
285
$11.7M 0.03%
38,619
-25,655
286
$11.7M 0.03%
62,474
-2,085
287
$11.6M 0.03%
75,159
-5,174
288
$11.6M 0.03%
30,584
-79,060
289
$11.5M 0.03%
42,651
-436
290
$11.5M 0.03%
47,534
-4,166
291
$11.4M 0.03%
76,542
-1,669
292
$11.3M 0.03%
46,329
-314
293
$10.8M 0.03%
150,499
+748
294
$10.7M 0.03%
244,650
-74,704
295
$10.7M 0.03%
264,850
-4,238
296
$10.6M 0.03%
40,014
-29,303
297
$10.4M 0.03%
145,437
+7,410
298
$10.4M 0.03%
257,466
+214
299
$10.3M 0.03%
489,135
+76,903
300
$10.3M 0.03%
625,208
+79,954
10 11
12
13 14