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
526
$1.36M ﹤0.01%
19,134
-271
527
$1.36M ﹤0.01%
26,830
-503
528
$1.35M ﹤0.01%
41,968
+2,701
529
$1.35M ﹤0.01%
15,980
530
$1.32M ﹤0.01%
44,726
-1,031
531
$1.32M ﹤0.01%
27,757
+290
532
$1.32M ﹤0.01%
11,376
-270
533
$1.3M ﹤0.01%
27,941
+9,941
534
$1.3M ﹤0.01%
68,964
-10,120
535
$1.3M ﹤0.01%
10,766
-298
536
$1.3M ﹤0.01%
15,960
+50
537
$1.3M ﹤0.01%
10,510
-460
538
$1.3M ﹤0.01%
28,213
539
$1.3M ﹤0.01%
6,301
+4,651
540
$1.27M ﹤0.01%
23,506
-15,027
541
$1.27M ﹤0.01%
24,541
-9,213
542
$1.26M ﹤0.01%
+17,595
543
$1.25M ﹤0.01%
27,606
+10,092
544
$1.23M ﹤0.01%
67,371
545
$1.22M ﹤0.01%
37,820
-123,780
546
$1.22M ﹤0.01%
33,379
547
$1.21M ﹤0.01%
9,947
+1
548
$1.2M ﹤0.01%
17,142
-211
549
$1.2M ﹤0.01%
25,143
-102
550
$1.18M ﹤0.01%
19,027
-10,432
20 21
22
23 24