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
501
$1.55M 0.01%
20,752
-775
502
$1.54M 0.01%
26,483
+225
503
$1.54M 0.01%
26,410
-76
504
$1.52M 0.01%
24,792
-751
505
$1.51M ﹤0.01%
12,990
-105
506
$1.51M ﹤0.01%
16,153
+75
507
$1.49M ﹤0.01%
20,779
-1,091
508
$1.46M ﹤0.01%
29,120
-719
509
$1.45M ﹤0.01%
26,091
+13,991
510
$1.44M ﹤0.01%
11,742
-1,571
511
$1.44M ﹤0.01%
15,772
+1,352
512
$1.43M ﹤0.01%
22,703
-293,977
513
$1.42M ﹤0.01%
16,184
+378
514
$1.42M ﹤0.01%
27,727
+6,405
515
$1.42M ﹤0.01%
48,912
-1,396
516
$1.42M ﹤0.01%
13,334
-55
517
$1.41M ﹤0.01%
11,331
-33
518
$1.41M ﹤0.01%
12,273
-259
519
$1.41M ﹤0.01%
81,676
-2,059
520
$1.38M ﹤0.01%
67,737
-5,851
521
$1.38M ﹤0.01%
46,776
-687,048
522
$1.38M ﹤0.01%
76,454
-356
523
$1.38M ﹤0.01%
145,211
+17,382
524
$1.38M ﹤0.01%
96,045
+12,749
525
$1.36M ﹤0.01%
36,000
+18,000
19 20
21
22 23