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
326
$6.96M 0.02%
18,548
+611
327
$6.89M 0.02%
150,299
+313
328
$6.89M 0.02%
128,594
-2,100
329
$6.83M 0.02%
+72,028
330
$6.72M 0.02%
62,463
+4,362
331
$6.71M 0.02%
60,189
+2,616
332
$6.61M 0.02%
72,078
+3,788
333
$6.55M 0.02%
58,297
+4,417
334
$6.53M 0.02%
130,797
+12,062
335
$6.44M 0.02%
48,184
-765
336
$6.37M 0.02%
100,353
+65,024
337
$6.32M 0.02%
200,120
+73,200
338
$6.31M 0.02%
49,033
+148
339
$6.26M 0.02%
73,220
+19,490
340
$6.21M 0.02%
22,009
-137,091
341
$6.21M 0.02%
+634,658
342
$6.19M 0.02%
306,478
-949,378
343
$6.05M 0.02%
21,674
-70
344
$6.03M 0.02%
70,905
-11,802
345
$5.92M 0.02%
33,110
+224
346
$5.83M 0.02%
15,365
-476
347
$5.8M 0.02%
58,114
+7,078
348
$5.76M 0.02%
17,031
+68
349
$5.6M 0.02%
53,164
-1,650
350
$5.58M 0.02%
17,291
-71
12 13
14
15 16