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
426
$2.99M 0.01%
230,708
+49,171
427
$2.98M 0.01%
16,911
-1,723
428
$2.95M 0.01%
+10,613
429
$2.94M 0.01%
93,777
-2,900
430
$2.84M 0.01%
+21,466
431
$2.82M 0.01%
24,136
-240
432
$2.81M 0.01%
88,981
-63
433
$2.81M 0.01%
21,846
+793
434
$2.79M 0.01%
96,445
435
$2.76M 0.01%
18,022
-5,063
436
$2.74M 0.01%
29,758
-224
437
$2.71M 0.01%
33,699
+27,435
438
$2.7M 0.01%
+40,878
439
$2.65M 0.01%
60,518
+10,836
440
$2.65M 0.01%
157,181
-2,312
441
$2.65M 0.01%
64,981
+8,985
442
$2.64M 0.01%
22,528
+21
443
$2.6M 0.01%
50,788
444
$2.6M 0.01%
38,576
-16,774
445
$2.55M 0.01%
150,000
446
$2.54M 0.01%
11,355
+12
447
$2.54M 0.01%
9,068
+4,781
448
$2.53M 0.01%
20,803
+2,803
449
$2.53M 0.01%
11,753
-474
450
$2.5M 0.01%
74,061
+1,326
16 17
18
19 20