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
326
$7.72M 0.02%
114,930
-21
327
$7.72M 0.02%
69,239
-413
328
$7.7M 0.02%
73,316
-2,251
329
$7.64M 0.02%
179,429
-87,907
330
$7.64M 0.02%
59,225
-5,647
331
$7.63M 0.02%
83,069
+283
332
$7.62M 0.02%
46,458
-676
333
$7.62M 0.02%
975,466
-3,076
334
$7.43M 0.02%
18,493
-407
335
$7.31M 0.02%
34,849
-141
336
$7.3M 0.02%
79,028
-3,535
337
$7.26M 0.02%
76,529
+1,651
338
$7.25M 0.02%
108,716
+4,944
339
$6.88M 0.02%
93,708
-5,045
340
$6.85M 0.02%
32,028
+88
341
$6.83M 0.02%
9,913
-786
342
$6.75M 0.02%
1,051,007
+801,007
343
$6.68M 0.02%
32,817
-919
344
$6.57M 0.02%
150,989
-2,036
345
$6.5M 0.02%
52,207
-144
346
$6.43M 0.02%
53,074
-4,574
347
$6.42M 0.02%
54,068
-1,029
348
$6.39M 0.02%
277,584
-1,222,682
349
$6.36M 0.02%
42,618
+671
350
$6.19M 0.02%
371,543
+295,426
12 13
14
15 16