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
426
$3.92M 0.01%
35,593
-988
427
$3.9M 0.01%
147,825
-48,462
428
$3.89M 0.01%
22,360
-1,181
429
$3.86M 0.01%
41,229
+38,500
430
$3.86M 0.01%
56,450
+4,085
431
$3.81M 0.01%
100,497
+2,347
432
$3.77M 0.01%
24,390
+1,671
433
$3.77M 0.01%
13,449
+45
434
$3.69M 0.01%
36,931
+807
435
$3.67M 0.01%
57,036
-4,090
436
$3.66M 0.01%
32,105
-2,068
437
$3.56M 0.01%
43,639
438
$3.56M 0.01%
45,852
-7,718
439
$3.56M 0.01%
47,746
+5,724
440
$3.54M 0.01%
96,445
-10,295
441
$3.53M 0.01%
22,675
+643
442
$3.5M 0.01%
298,705
-51,101
443
$3.48M 0.01%
10,226
-1,104
444
$3.47M 0.01%
63,037
445
$3.47M 0.01%
83,013
+7,681
446
$3.4M 0.01%
+87,713
447
$3.36M 0.01%
47,753
+8
448
$3.34M 0.01%
+100,310
449
$3.31M 0.01%
7,601
+379
450
$3.27M 0.01%
156,075
+18,965
16 17
18
19 20