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
451
$2.49M 0.01%
41,048
-3,769
452
$2.48M 0.01%
18,240
+82
453
$2.47M 0.01%
45,879
+75
454
$2.46M 0.01%
50,191
455
$2.4M 0.01%
+40,790
456
$2.4M 0.01%
4,913
-500
457
$2.4M 0.01%
79,094
+760
458
$2.39M 0.01%
9,889
-375
459
$2.36M 0.01%
247,944
-82,993
460
$2.35M 0.01%
80,853
-2,187
461
$2.29M 0.01%
100,437
-19,700
462
$2.27M 0.01%
214,080
+11,160
463
$2.24M 0.01%
+21,079
464
$2.23M 0.01%
39,062
+904
465
$2.23M 0.01%
41,707
-3,760
466
$2.22M 0.01%
21,239
-195
467
$2.22M 0.01%
38,400
+6,253
468
$2.19M 0.01%
52,562
+9,981
469
$2.19M 0.01%
26,941
-60
470
$2.17M 0.01%
9,770
-355
471
$2.16M 0.01%
7,025
-10,228
472
$2.16M 0.01%
33,542
-1,583
473
$2.15M 0.01%
21,699
+281
474
$2.11M 0.01%
156,151
-65,791
475
$2.08M 0.01%
25,397
-1,888
17 18
19
20 21