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
401
$3.73M 0.01%
144,166
402
$3.72M 0.01%
27,914
-490
403
$3.71M 0.01%
59,864
+3,704
404
$3.68M 0.01%
35,895
-974
405
$3.56M 0.01%
62,025
-1,551
406
$3.54M 0.01%
297,628
-4,029
407
$3.52M 0.01%
22,370
+12,230
408
$3.45M 0.01%
43,639
409
$3.41M 0.01%
23,607
+1,512
410
$3.4M 0.01%
120,500
+37,292
411
$3.3M 0.01%
3,046
412
$3.3M 0.01%
195,511
+76,663
413
$3.29M 0.01%
36,835
-183
414
$3.29M 0.01%
+462,404
415
$3.27M 0.01%
35,932
-463
416
$3.17M 0.01%
39,490
+1,995
417
$3.16M 0.01%
27,222
-2,481
418
$3.15M 0.01%
88,030
-19,251
419
$3.14M 0.01%
55,895
-909
420
$3.09M 0.01%
24,265
+9,935
421
$3.08M 0.01%
11,386
-1,177
422
$3.06M 0.01%
63,236
-3,542
423
$3.04M 0.01%
88,521
-42,892
424
$3.02M 0.01%
22,343
-1,932
425
$3M 0.01%
45,751
-237
15 16
17
18 19