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
351
$5.58M 0.02%
538,684
-16,945
352
$5.54M 0.02%
496,314
-154,419
353
$5.52M 0.02%
235,545
-21
354
$5.5M 0.02%
59,299
-2,179
355
$5.39M 0.02%
175,100
+16,065
356
$5.3M 0.02%
33,225
+1,658
357
$5.3M 0.02%
35,885
+90
358
$5.28M 0.02%
85,749
+284
359
$5.15M 0.02%
21,018
+2,567
360
$5.14M 0.02%
76,109
361
$5.04M 0.02%
51,762
-10,226
362
$4.89M 0.02%
58,475
-414
363
$4.87M 0.02%
79,849
+8,516
364
$4.69M 0.02%
23,237
365
$4.67M 0.02%
96,396
-3,704
366
$4.59M 0.02%
13,337
+5
367
$4.54M 0.01%
29,407
-373
368
$4.45M 0.01%
30,647
+8,239
369
$4.35M 0.01%
739,080
+57,880
370
$4.23M 0.01%
36,041
-222
371
$4.18M 0.01%
64,210
-2,562
372
$4.16M 0.01%
172,395
+30,174
373
$4.03M 0.01%
10,736
-660
374
$3.91M 0.01%
66,376
-2,467
375
$3.9M 0.01%
22,500
-1,029
13 14
15
16 17