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
26
$296M 0.97%
2,166,027
+15,149
27
$294M 0.96%
3,114,499
+266
28
$290M 0.95%
6,047,481
+16,843
29
$284M 0.92%
1,568,505
+15,019
30
$281M 0.92%
1,928,082
-7,006
31
$273M 0.89%
4,606,661
+43,606
32
$270M 0.88%
4,426,144
+58,478
33
$269M 0.88%
1,396,305
+264,220
34
$265M 0.86%
1,552,725
+1,116
35
$262M 0.85%
2,964,336
+7,112
36
$258M 0.84%
1,263,080
+5,276
37
$257M 0.84%
3,221,111
+19,054
38
$244M 0.8%
9,573,082
+62,002
39
$223M 0.73%
1,012,654
+93,498
40
$222M 0.73%
1,044,220
+4,470
41
$211M 0.69%
2,435,478
+17,645
42
$209M 0.68%
415,334
+1,920
43
$203M 0.66%
2,332,409
+59,962
44
$201M 0.65%
11,273,825
-1,126,853
45
$200M 0.65%
2,549,872
+15,703
46
$192M 0.63%
649,360
+189,460
47
$190M 0.62%
1,575,406
+1,986
48
$180M 0.59%
3,787,680
+51,402
49
$177M 0.58%
1,772,569
+7,287
50
$174M 0.57%
1,200,363
+627,923
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