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
26
$396M 0.86%
838,357
-12,628
27
$390M 0.85%
660,433
+2,280
28
$390M 0.85%
1,220,083
+227,238
29
$386M 0.84%
2,582,768
+327,578
30
$385M 0.84%
845,434
-101,253
31
$379M 0.83%
1,922,724
-10,111
32
$374M 0.82%
1,488,117
+36,218
33
$353M 0.77%
918,427
+21,364
34
$344M 0.75%
2,056,708
-124
35
$341M 0.74%
2,229,968
+32,662
36
$340M 0.74%
1,429,828
+54,444
37
$336M 0.73%
13,005,679
-2,189,756
38
$334M 0.73%
3,006,112
+635,917
39
$329M 0.72%
1,746,524
-172,907
40
$329M 0.72%
2,396,855
-3,444
41
$318M 0.69%
2,785,719
+141,267
42
$318M 0.69%
3,065,424
+287,526
43
$310M 0.68%
1,679,405
+13,911
44
$310M 0.68%
3,082,993
+270,430
45
$308M 0.67%
862,367
+47,220
46
$304M 0.66%
1,365,898
+297,541
47
$295M 0.64%
5,555,839
+23,139
48
$293M 0.64%
596,211
+168,776
49
$291M 0.63%
1,276,740
+4,211
50
$279M 0.61%
1,714,273
+52,684
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