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
551
$1.18M ﹤0.01%
54,162
+4,500
552
$1.18M ﹤0.01%
+30,455
553
$1.17M ﹤0.01%
1,617,389
554
$1.17M ﹤0.01%
15,097
-277
555
$1.14M ﹤0.01%
67,540
-1,796
556
$1.13M ﹤0.01%
150,000
557
$1.13M ﹤0.01%
10,822
-1,716
558
$1.13M ﹤0.01%
45,250
-208,650
559
$1.12M ﹤0.01%
34,070
560
$1.12M ﹤0.01%
9,652
-105
561
$1.12M ﹤0.01%
18,084
562
$1.11M ﹤0.01%
30,794
-2,150
563
$1.1M ﹤0.01%
30,000
+10,000
564
$1.1M ﹤0.01%
79,600
565
$1.1M ﹤0.01%
18,308
+14,597
566
$1.1M ﹤0.01%
17,484
+2,375
567
$1.09M ﹤0.01%
178,424
+6,440
568
$1.09M ﹤0.01%
+16,020
569
$1.09M ﹤0.01%
21,469
-14,846
570
$1.09M ﹤0.01%
18,579
-1,700
571
$1.08M ﹤0.01%
14,319
+98
572
$1.07M ﹤0.01%
13,233
-1,216
573
$1.06M ﹤0.01%
43,797
-1,641
574
$1.06M ﹤0.01%
34,452
-4,804
575
$1.05M ﹤0.01%
49,561
-113
21 22
23
24 25