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
401
$4.89M 0.01%
86,045
-5,776
402
$4.86M 0.01%
21,802
+14
403
$4.8M 0.01%
62,270
404
$4.78M 0.01%
58,788
+8,593
405
$4.61M 0.01%
75,696
-9,586
406
$4.5M 0.01%
24,446
407
$4.5M 0.01%
55,078
+65
408
$4.44M 0.01%
3,007
-242
409
$4.34M 0.01%
+118,779
410
$4.33M 0.01%
36,860
411
$4.33M 0.01%
124,736
-23,148
412
$4.31M 0.01%
599,730
-55
413
$4.3M 0.01%
59,180
+12,280
414
$4.29M 0.01%
23,454
+1,158
415
$4.28M 0.01%
95,655
-2,041
416
$4.28M 0.01%
315,041
+1,696
417
$4.17M 0.01%
31,792
+3,496
418
$4.14M 0.01%
22,421
+1,290
419
$4.12M 0.01%
18,192
+1,355
420
$4.11M 0.01%
62,724
+1,030
421
$4.1M 0.01%
39,267
-1,717
422
$3.95M 0.01%
15,814
-298
423
$3.95M 0.01%
36,036
+2,717
424
$3.95M 0.01%
25,998
+350
425
$3.93M 0.01%
66,087
-1,950
15 16
17
18 19