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
476
$2.57M 0.01%
99,335
-30,635
477
$2.56M 0.01%
44,143
+11,118
478
$2.54M 0.01%
17,006
+11,262
479
$2.53M 0.01%
47,364
-30,005
480
$2.51M 0.01%
5,657
-115
481
$2.49M 0.01%
+59,287
482
$2.48M 0.01%
21,634
+11
483
$2.48M 0.01%
11,872
-289
484
$2.43M 0.01%
+20,730
485
$2.41M 0.01%
172,543
+7,193
486
$2.39M 0.01%
157,200
+16,517
487
$2.39M 0.01%
+20,014
488
$2.37M 0.01%
132,240
-17,148
489
$2.36M 0.01%
76,520
-2,060
490
$2.35M 0.01%
8,975
+2,240
491
$2.35M 0.01%
58,551
+1,830
492
$2.32M 0.01%
10,485
-40
493
$2.31M 0.01%
23,935
+5,498
494
$2.31M 0.01%
250,000
-97,946
495
$2.31M 0.01%
27,163
-1,452
496
$2.29M 0.01%
29,641
+2,173
497
$2.29M 0.01%
102,105
-4,564
498
$2.26M ﹤0.01%
27,138
+270
499
$2.26M ﹤0.01%
46,643
-1,593
500
$2.23M ﹤0.01%
14,293
+307
18 19
20
21 22