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
351
$7.92M 0.02%
444,048
-57,756
352
$7.87M 0.02%
45,819
+5,944
353
$7.73M 0.02%
511,190
-205,147
354
$7.69M 0.02%
113,510
+7,663
355
$7.66M 0.02%
89,906
+4,439
356
$7.66M 0.02%
167,640
-1,230
357
$7.58M 0.02%
99,204
+602
358
$7.49M 0.02%
10,730
-321
359
$7.43M 0.02%
563,522
-190
360
$7.31M 0.02%
134,784
+1,962
361
$7.3M 0.02%
505,976
-74,232
362
$7.26M 0.02%
158,303
+3,383
363
$7.16M 0.02%
51,669
+1,372
364
$7.16M 0.02%
17,179
-358
365
$7.09M 0.02%
17,812
+8,189
366
$6.99M 0.02%
15,516
367
$6.99M 0.02%
879,844
368
$6.92M 0.02%
33,742
+338
369
$6.85M 0.01%
53,441
+5,977
370
$6.83M 0.01%
144,166
371
$6.82M 0.01%
179,877
+9,399
372
$6.78M 0.01%
28,482
-1,016
373
$6.77M 0.01%
51,391
-5,373
374
$6.76M 0.01%
180,429
+2,200
375
$6.64M 0.01%
14,925
-89,526
13 14
15
16 17