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
501
$1.73M ﹤0.01%
25,928
-462
502
$1.72M ﹤0.01%
+72,243
503
$1.71M ﹤0.01%
37,369
+5,219
504
$1.71M ﹤0.01%
+34,099
505
$1.66M ﹤0.01%
+23,558
506
$1.65M ﹤0.01%
23,657
-1,753
507
$1.65M ﹤0.01%
48,422
+2,292
508
$1.65M ﹤0.01%
24,985
+1,465
509
$1.64M ﹤0.01%
117,330
+6,324
510
$1.64M ﹤0.01%
19,847
+1,538
511
$1.64M ﹤0.01%
16,078
+261
512
$1.62M ﹤0.01%
36,920
-65
513
$1.6M ﹤0.01%
25,370
-467
514
$1.58M ﹤0.01%
25,091
-1,596
515
$1.58M ﹤0.01%
41,065
-1,701
516
$1.57M ﹤0.01%
14,022
-378
517
$1.57M ﹤0.01%
25,219
-295,184
518
$1.57M ﹤0.01%
61,313
-290
519
$1.56M ﹤0.01%
36,230
520
$1.55M ﹤0.01%
47,516
+19,012
521
$1.55M ﹤0.01%
96,525
-7,665
522
$1.54M ﹤0.01%
17,685
-212
523
$1.51M ﹤0.01%
14,355
+129
524
$1.49M ﹤0.01%
30,086
+135
525
$1.48M ﹤0.01%
+18,815
19 20
21
22 23