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
301
$9.19M 0.03%
170,917
+3,083
302
$9.11M 0.03%
161,763
+13,838
303
$9M 0.03%
153,846
-375
304
$8.91M 0.03%
160,191
+3,094
305
$8.85M 0.03%
78,718
+6,940
306
$8.76M 0.03%
302,058
+4,928
307
$8.57M 0.03%
73,236
-691
308
$8.52M 0.03%
312,302
+301,266
309
$8.36M 0.03%
67,050
+4,350
310
$8.31M 0.03%
+104,604
311
$8.19M 0.03%
+184,827
312
$8.18M 0.03%
403,999
-86,503
313
$8.14M 0.03%
31,066
-43
314
$8.01M 0.03%
91,517
-9,089
315
$7.91M 0.03%
62,774
+1,902
316
$7.75M 0.03%
56,325
-303
317
$7.64M 0.02%
81,478
-1,056,664
318
$7.61M 0.02%
68,322
-37
319
$7.59M 0.02%
41,682
-7,976
320
$7.54M 0.02%
345,911
-15,696
321
$7.53M 0.02%
110,868
-252,646
322
$7.29M 0.02%
101,592
+20
323
$7.21M 0.02%
124,084
-9,780
324
$7.05M 0.02%
233,355
-2,444
325
$7.01M 0.02%
96,436
+1
11 12
13
14 15