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
476
$1.92M 0.01%
143,953
+15,327
477
$1.91M 0.01%
22,487
-46
478
$1.88M 0.01%
32,068
+24,064
479
$1.87M 0.01%
19,491
-173,171
480
$1.86M 0.01%
23,195
-434
481
$1.85M 0.01%
29,311
+99
482
$1.84M 0.01%
34,194
+1,655
483
$1.83M 0.01%
32,792
-2,854
484
$1.8M 0.01%
35,690
+940
485
$1.79M 0.01%
25,783
-645
486
$1.79M 0.01%
47,747
-7,588
487
$1.79M 0.01%
16,815
+9,596
488
$1.78M 0.01%
63,915
+930
489
$1.76M 0.01%
28,641
-1,309
490
$1.75M 0.01%
16,148
-1,098,206
491
$1.75M 0.01%
58,709
+27,000
492
$1.73M 0.01%
30,118
+5,613
493
$1.7M 0.01%
76,011
+236
494
$1.66M 0.01%
32,652
-215
495
$1.66M 0.01%
54,000
-24,000
496
$1.62M 0.01%
12,123
+1,812
497
$1.6M 0.01%
33,443
-6,377
498
$1.59M 0.01%
19,956
-256
499
$1.58M 0.01%
19,376
+190
500
$1.55M 0.01%
23,939
+5,546
18 19
20
21 22