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
376
$4.6M 0.01%
40,913
-811
377
$4.58M 0.01%
22,179
-373
378
$4.47M 0.01%
156,575
-7,125
379
$4.46M 0.01%
20,211
+5,216
380
$4.44M 0.01%
42,306
-575
381
$4.41M 0.01%
126,693
+86,903
382
$4.39M 0.01%
286,279
-15,427
383
$4.37M 0.01%
150,002
384
$4.33M 0.01%
70,113
+963
385
$4.21M 0.01%
24,681
+1,925
386
$4.2M 0.01%
683,349
+392,550
387
$4.2M 0.01%
24,619
+2,838
388
$4.19M 0.01%
137,831
-18,542
389
$4.16M 0.01%
50,766
+951
390
$4.15M 0.01%
39,137
+137
391
$4.15M 0.01%
53,021
+2,794
392
$4.12M 0.01%
24,463
+17
393
$4.1M 0.01%
+31,025
394
$4.07M 0.01%
117,991
-2,848
395
$4.01M 0.01%
35,762
+1,625
396
$3.99M 0.01%
24,529
+40
397
$3.93M 0.01%
109,473
+1,886
398
$3.87M 0.01%
54,771
-5,178
399
$3.84M 0.01%
879,844
400
$3.83M 0.01%
16,479
+177
14 15
16
17 18