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
501
$2.22M ﹤0.01%
72,197
-631
502
$2.21M ﹤0.01%
+500,000
503
$2.2M ﹤0.01%
38,306
+2,749
504
$2.19M ﹤0.01%
+7,466
505
$2.17M ﹤0.01%
+10,834
506
$2.17M ﹤0.01%
25,376
+1,807
507
$2.14M ﹤0.01%
15,772
-1,018
508
$2.14M ﹤0.01%
43,079
+3,093
509
$2.13M ﹤0.01%
10,373
-589
510
$2.12M ﹤0.01%
59,758
-7,896
511
$2.11M ﹤0.01%
17,991
+152
512
$2.1M ﹤0.01%
31,955
+2,382
513
$2.1M ﹤0.01%
30,158
+3,787
514
$2.09M ﹤0.01%
15,988
-1,069
515
$2.08M ﹤0.01%
231,367
516
$2.07M ﹤0.01%
98,813
+465
517
$2.07M ﹤0.01%
36,083
+9,037
518
$2.06M ﹤0.01%
17,765
+538
519
$2.06M ﹤0.01%
16,472
+318
520
$2.05M ﹤0.01%
52,160
+1,420
521
$2.04M ﹤0.01%
7,655
-995
522
$2.02M ﹤0.01%
113,571
-13,977
523
$2.01M ﹤0.01%
63,896
+543
524
$1.99M ﹤0.01%
51,337
+6,153
525
$1.96M ﹤0.01%
23,248
+2,576
19 20
21
22 23