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
376
$3.86M 0.01%
6,753
+1,022
377
$3.83M 0.01%
175,462
-78,776
378
$3.81M 0.01%
75,904
+32,580
379
$3.78M 0.01%
57,722
+448
380
$3.77M 0.01%
68,450
-5,071
381
$3.76M 0.01%
23,071
-404
382
$3.68M 0.01%
24,889
+64
383
$3.66M 0.01%
99,993
-558
384
$3.65M 0.01%
30,259
+102
385
$3.63M 0.01%
241,701
+1,012
386
$3.59M 0.01%
22,589
+1
387
$3.58M 0.01%
20,296
-2,212
388
$3.55M 0.01%
108,880
-542
389
$3.52M 0.01%
34,501
-1,341
390
$3.49M 0.01%
37,278
+5,137
391
$3.46M 0.01%
36,559
-1,500
392
$3.46M 0.01%
32,706
+392
393
$3.43M 0.01%
40,467
+122
394
$3.42M 0.01%
28,462
-142
395
$3.38M 0.01%
75,290
+796
396
$3.35M 0.01%
24,203
-310
397
$3.33M 0.01%
83,870
+71,180
398
$3.3M 0.01%
35,776
+1,583
399
$3.3M 0.01%
14,351
+1,018
400
$3.25M 0.01%
128,110
-5,865
14 15
16
17 18