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
451
$2.24M 0.01%
13,064
-208
452
$2.23M 0.01%
105,432
+13,908
453
$2.22M 0.01%
15,123
+1,250
454
$2.22M 0.01%
60,461
-615
455
$2.2M 0.01%
53,485
-1,204,574
456
$2.2M 0.01%
19,281
-27,135
457
$2.19M 0.01%
47,195
-2,800
458
$2.18M 0.01%
27,549
-449
459
$2.16M 0.01%
11,259
460
$2.14M 0.01%
114,505
+5,168
461
$2.12M 0.01%
33,667
-3,157
462
$2.12M 0.01%
+9,927
463
$2.1M 0.01%
25,381
+1,853
464
$2.08M 0.01%
18,774
-1,141
465
$2.06M 0.01%
+28,140
466
$2.06M 0.01%
26,947
+4,114
467
$2.04M 0.01%
73,855
468
$2.01M 0.01%
24,840
+16,523
469
$2M 0.01%
44,204
-3,940
470
$2M 0.01%
13,390
+207
471
$1.99M 0.01%
28,828
-462
472
$1.97M 0.01%
67,390
-1,222
473
$1.97M 0.01%
55,790
+23,560
474
$1.96M 0.01%
27,095
+5,552
475
$1.93M 0.01%
43,408
-2,058
17 18
19
20 21