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
301
$10.1M 0.03%
19,288
-1,694
302
$9.99M 0.03%
78,551
+2,403
303
$9.73M 0.03%
136,237
-562
304
$9.6M 0.03%
301,500
+201,000
305
$9.57M 0.03%
474,814
-10,505
306
$9.54M 0.03%
24,694
-474
307
$9.48M 0.03%
63,526
+178
308
$9.45M 0.03%
187,953
-5,336
309
$9.33M 0.03%
96,834
-8,102
310
$9.16M 0.02%
15,456
311
$8.8M 0.02%
359,082
+3,109
312
$8.63M 0.02%
666,612
+103,090
313
$8.4M 0.02%
61,775
-260
314
$8.38M 0.02%
188,857
-54,273
315
$8.31M 0.02%
118,227
+317
316
$8.29M 0.02%
89,144
+45,531
317
$8.24M 0.02%
107,562
-1,641
318
$8.23M 0.02%
61,737
-920
319
$8.2M 0.02%
257,356
-1,258
320
$8.16M 0.02%
54,927
-23,086
321
$8.11M 0.02%
119,218
-1,763
322
$8.01M 0.02%
180,484
+9,519
323
$7.81M 0.02%
205,604
-49,844
324
$7.77M 0.02%
165,795
+90
325
$7.77M 0.02%
112,401
-53,667
11 12
13
14 15