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
326
$9.97M 0.02%
172,343
+25,270
327
$9.83M 0.02%
173,293
+12,257
328
$9.78M 0.02%
268,369
-405,957
329
$9.63M 0.02%
38,412
+1,776
330
$9.59M 0.02%
70,848
+1,128
331
$9.38M 0.02%
133,999
+103,307
332
$9.37M 0.02%
19,105
+626
333
$9.35M 0.02%
1,258,608
+536,972
334
$9.07M 0.02%
479,426
+158,721
335
$9.03M 0.02%
251,300
+13,722
336
$8.96M 0.02%
56,397
-3,669
337
$8.92M 0.02%
504,490
+4,490
338
$8.83M 0.02%
30,690
-6,776
339
$8.82M 0.02%
88,620
+85,359
340
$8.74M 0.02%
625,410
-994,000
341
$8.7M 0.02%
129,030
-4,000
342
$8.69M 0.02%
119,776
+5,673
343
$8.68M 0.02%
86,957
-276,721
344
$8.66M 0.02%
96,239
+6,594
345
$8.62M 0.02%
67,284
+5,143
346
$8.39M 0.02%
74,794
+7,196
347
$8.21M 0.02%
143,990
+11,032
348
$8.18M 0.02%
61,734
+4,493
349
$8.17M 0.02%
98,981
-710
350
$8.1M 0.02%
37,729
-1,339
12 13
14
15 16