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
401
$3.24M 0.01%
87,512
-377,182
402
$3.18M 0.01%
104,285
-2,097
403
$3.12M 0.01%
508,224
+428,590
404
$3.04M 0.01%
49,240
405
$3.03M 0.01%
23,303
+64
406
$3.02M 0.01%
23,391
+646
407
$3.01M 0.01%
56,927
+900
408
$3M 0.01%
12,771
-821
409
$3M 0.01%
20,631
+1,293
410
$2.98M 0.01%
49,444
-12,238
411
$2.98M 0.01%
24,852
+154
412
$2.98M 0.01%
24,640
+338
413
$2.97M 0.01%
64,116
414
$2.96M 0.01%
21,471
-1,209
415
$2.96M 0.01%
78,392
-2,965
416
$2.93M 0.01%
45,956
+15,622
417
$2.85M 0.01%
22,272
+229
418
$2.83M 0.01%
63,558
-77,418
419
$2.82M 0.01%
17,021
+87
420
$2.82M 0.01%
44,136
-2,357
421
$2.8M 0.01%
40,480
-169
422
$2.77M 0.01%
33,833
-631
423
$2.75M 0.01%
14,603
-1
424
$2.73M 0.01%
214,436
425
$2.73M 0.01%
41,769
-2,470
15 16
17
18 19