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
426
$2.71M 0.01%
46,172
427
$2.67M 0.01%
29,804
+809
428
$2.65M 0.01%
19,365
-2,340
429
$2.62M 0.01%
25,683
-363
430
$2.61M 0.01%
35,512
-9,487
431
$2.6M 0.01%
51,031
-4,723
432
$2.6M 0.01%
18,279
-10,851
433
$2.56M 0.01%
16,514
-332
434
$2.55M 0.01%
22,802
-886
435
$2.55M 0.01%
29,924
+5,931
436
$2.54M 0.01%
29,936
-368
437
$2.51M 0.01%
16,337
+861
438
$2.5M 0.01%
25,858
+48
439
$2.5M 0.01%
19,755
+13,475
440
$2.48M 0.01%
20,227
+679
441
$2.47M 0.01%
12,191
-10
442
$2.47M 0.01%
39,610
443
$2.46M 0.01%
18,525
-803
444
$2.41M 0.01%
37,332
+1,504
445
$2.4M 0.01%
28,360
+4,731
446
$2.36M 0.01%
102,214
-4,612
447
$2.35M 0.01%
42,975
-14,927
448
$2.34M 0.01%
80,499
+47,641
449
$2.33M 0.01%
35,843
-75,009
450
$2.24M 0.01%
115,983
+5,685
16 17
18
19 20