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
26
$341M 0.92%
2,088,979
+20,284
27
$340M 0.92%
670,764
+10,395
28
$337M 0.91%
1,249,628
+19,310
29
$336M 0.9%
2,699,036
-64,192
30
$335M 0.9%
6,042,148
+50,807
31
$331M 0.89%
1,698,320
-112,219
32
$323M 0.87%
710,227
+12,737
33
$322M 0.87%
681,491
+105,784
34
$292M 0.79%
2,030,278
+4,716
35
$289M 0.78%
12,143,418
-199,837
36
$280M 0.75%
1,887,615
+3,053
37
$270M 0.73%
1,333,404
+387,369
38
$269M 0.72%
830,974
+106,610
39
$268M 0.72%
1,510,769
+39,261
40
$257M 0.69%
2,276,380
+31,846
41
$257M 0.69%
1,721,143
+40,571
42
$255M 0.69%
1,064,969
-321,103
43
$246M 0.66%
1,715,258
+34,745
44
$242M 0.65%
1,163,706
+165,597
45
$239M 0.64%
3,157,246
+49,072
46
$233M 0.63%
2,844,310
-47,978
47
$231M 0.62%
1,655,195
+30,523
48
$230M 0.62%
836,804
-139
49
$228M 0.61%
5,644,895
+96,214
50
$228M 0.61%
800,238
-17,909
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