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
451
$3.23M 0.01%
14,904
-927
452
$3.2M 0.01%
27,094
+20,453
453
$3.19M 0.01%
10,000
+6,000
454
$3.16M 0.01%
12,413
-1,413
455
$3.11M 0.01%
124,960
-32,881
456
$3.07M 0.01%
50,915
-28
457
$3.04M 0.01%
82,293
+1,017
458
$3.02M 0.01%
+238,390
459
$3.01M 0.01%
19,093
+10,934
460
$2.97M 0.01%
83,302
+3,429
461
$2.93M 0.01%
116,802
-9,558
462
$2.92M 0.01%
18,262
-588
463
$2.92M 0.01%
76,308
+1,530
464
$2.92M 0.01%
5,663
+74
465
$2.9M 0.01%
18,495
-294
466
$2.88M 0.01%
45,123
+1,606
467
$2.87M 0.01%
22,466
-839
468
$2.87M 0.01%
218,153
+14,788
469
$2.84M 0.01%
+27,187
470
$2.78M 0.01%
+52,438
471
$2.76M 0.01%
5,684
-117,491
472
$2.73M 0.01%
120,137
-40
473
$2.7M 0.01%
18,134
-344
474
$2.68M 0.01%
158,369
-65,699
475
$2.61M 0.01%
20,060
-6,051
17 18
19
20 21