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
526
$1.48M ﹤0.01%
50,000
-17,643
527
$1.47M ﹤0.01%
7,120
-582
528
$1.47M ﹤0.01%
77,978
+46
529
$1.46M ﹤0.01%
23,091
-26,481
530
$1.46M ﹤0.01%
87,895
-8,120
531
$1.46M ﹤0.01%
12,055
-355
532
$1.46M ﹤0.01%
69,169
+488
533
$1.46M ﹤0.01%
21,668
+160
534
$1.45M ﹤0.01%
87,366
-268,395
535
$1.43M ﹤0.01%
13,825
-996
536
$1.42M ﹤0.01%
62,578
+17,661
537
$1.42M ﹤0.01%
18,826
-1,447,517
538
$1.41M ﹤0.01%
32,140
-2,314
539
$1.4M ﹤0.01%
43,682
-2,984
540
$1.39M ﹤0.01%
67,644
+9,569
541
$1.38M ﹤0.01%
18,362
+215
542
$1.36M ﹤0.01%
25,886
-2,152
543
$1.34M ﹤0.01%
27,010
+20,626
544
$1.33M ﹤0.01%
15,951
+55
545
$1.32M ﹤0.01%
15,435
+1,065
546
$1.28M ﹤0.01%
139,083
+56,244
547
$1.28M ﹤0.01%
26,398
-112
548
$1.27M ﹤0.01%
9,719
+218
549
$1.26M ﹤0.01%
23,672
-3,548
550
$1.25M ﹤0.01%
32,389
+1,457
20 21
22
23 24