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
376
$6.6M 0.01%
43,617
-2,641
377
$6.36M 0.01%
24,871
-14,205
378
$6.26M 0.01%
66,636
-32,835
379
$6.21M 0.01%
53,001
+19,170
380
$5.93M 0.01%
66,177
-2,300
381
$5.69M 0.01%
217,000
+200,000
382
$5.68M 0.01%
16,707
-193
383
$5.67M 0.01%
753,400
+150,000
384
$5.66M 0.01%
138,808
+9,485
385
$5.62M 0.01%
21,524
+19,011
386
$5.55M 0.01%
24,235
-17,531
387
$5.38M 0.01%
368,214
388
$5.28M 0.01%
48,752
+2,060
389
$5.26M 0.01%
38,576
-1,720
390
$5.23M 0.01%
74,761
-159,912
391
$5.2M 0.01%
+151,175
392
$5.15M 0.01%
40,838
-316
393
$5.13M 0.01%
46,969
-7,835
394
$5.13M 0.01%
41,674
+817
395
$5.11M 0.01%
123,606
+12,313
396
$5.11M 0.01%
47,656
+4,434
397
$5.05M 0.01%
50,187
+16
398
$5M 0.01%
53,907
+9,514
399
$4.99M 0.01%
57,785
+26,033
400
$4.91M 0.01%
88,788
14 15
16
17 18