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
351
$6.01M 0.02%
68,860
+3,078
352
$5.76M 0.02%
181,831
-66,724
353
$5.7M 0.02%
140,414
+118,701
354
$5.7M 0.02%
211,524
+32,914
355
$5.64M 0.02%
319,145
-140,260
356
$5.61M 0.02%
749,641
-74,402
357
$5.47M 0.01%
134,578
+1,737
358
$5.46M 0.01%
29,703
-2,411
359
$5.4M 0.01%
724,785
+167,329
360
$5.35M 0.01%
49,869
-2,473
361
$5.34M 0.01%
64,280
-1,313
362
$5.32M 0.01%
91,953
-1,585
363
$5.3M 0.01%
107,624
+14,553
364
$5.3M 0.01%
669,500
-885,177
365
$5.22M 0.01%
58,852
+3,485
366
$5.21M 0.01%
146,638
-170
367
$5.02M 0.01%
50,358
+171
368
$4.99M 0.01%
27,058
-1,270
369
$4.89M 0.01%
183,771
-2,620
370
$4.89M 0.01%
126,834
-4,655
371
$4.86M 0.01%
60,247
+2,635
372
$4.85M 0.01%
57,162
-5,113
373
$4.81M 0.01%
13,847
-249
374
$4.73M 0.01%
234,040
-1,403,322
375
$4.62M 0.01%
24,858
+9,118
13 14
15
16 17