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
526
$1.95M ﹤0.01%
131,603
+95,029
527
$1.95M ﹤0.01%
44,566
-23,383
528
$1.94M ﹤0.01%
10,248
+133
529
$1.94M ﹤0.01%
66,008
+6,046
530
$1.92M ﹤0.01%
41,676
+1,825
531
$1.92M ﹤0.01%
32,057
-607
532
$1.9M ﹤0.01%
15,482
+12,470
533
$1.9M ﹤0.01%
64,887
+13,748
534
$1.89M ﹤0.01%
14,171
-103,472
535
$1.88M ﹤0.01%
6,913
+147
536
$1.87M ﹤0.01%
42,189
+6,976
537
$1.87M ﹤0.01%
53,309
+12,169
538
$1.85M ﹤0.01%
94,866
-6,777
539
$1.85M ﹤0.01%
661,910
-175,000
540
$1.82M ﹤0.01%
14,613
+3,156
541
$1.81M ﹤0.01%
31,599
+398
542
$1.8M ﹤0.01%
21,033
+503
543
$1.77M ﹤0.01%
98,010
544
$1.76M ﹤0.01%
22,525
+800
545
$1.75M ﹤0.01%
36,790
-3,375
546
$1.75M ﹤0.01%
73,714
+29,058
547
$1.74M ﹤0.01%
13,233
-1,417
548
$1.73M ﹤0.01%
+41,672
549
$1.73M ﹤0.01%
33,751
+1,959
550
$1.7M ﹤0.01%
28,638
+5,806
20 21
22
23 24