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
301
$12.7M 0.03%
343,607
+30,817
302
$12.6M 0.03%
141,498
-5,541
303
$12.5M 0.03%
72,712
+15,511
304
$12.2M 0.03%
121,108
+2,779
305
$11.9M 0.03%
978,332
+500
306
$11.8M 0.03%
61,500
+794
307
$11.7M 0.03%
309,794
+25,326
308
$11.5M 0.03%
107,152
+1,111
309
$11.4M 0.02%
302,587
-461,758
310
$11.4M 0.02%
23,635
-1,408
311
$11.3M 0.02%
1,342,767
-2,649,433
312
$11.2M 0.02%
20,163
+642
313
$11.2M 0.02%
65,721
+311
314
$11.1M 0.02%
68,566
-31,894
315
$11M 0.02%
133,392
+18,113
316
$10.9M 0.02%
24,715
+1,876
317
$10.8M 0.02%
65,126
+5,660
318
$10.5M 0.02%
101,924
-473
319
$10.3M 0.02%
104,408
+1,458
320
$10.2M 0.02%
82,336
-4,875
321
$10.2M 0.02%
412,237
+23,484
322
$10.2M 0.02%
266,067
+4,726
323
$10.1M 0.02%
93,071
-9,431
324
$10M 0.02%
35,161
+376
325
$10M 0.02%
44,892
+1,617
11 12
13
14 15