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
551
$1.69M ﹤0.01%
26,519
-837
552
$1.68M ﹤0.01%
12,658
-649
553
$1.67M ﹤0.01%
14,312
-182
554
$1.67M ﹤0.01%
17,311
+3,066
555
$1.66M ﹤0.01%
31,974
+5,939
556
$1.65M ﹤0.01%
20,177
+3,247
557
$1.65M ﹤0.01%
14,509
+1,854
558
$1.65M ﹤0.01%
23,829
-6,077
559
$1.64M ﹤0.01%
12,691
-2,743
560
$1.63M ﹤0.01%
32,845
+2,118
561
$1.62M ﹤0.01%
+14,219
562
$1.62M ﹤0.01%
9,964
-94
563
$1.61M ﹤0.01%
11,772
-431
564
$1.61M ﹤0.01%
28,983
-2,592
565
$1.61M ﹤0.01%
15,481
+181
566
$1.59M ﹤0.01%
3
567
$1.57M ﹤0.01%
4,309
-3,487
568
$1.53M ﹤0.01%
34,477
+4,500
569
$1.52M ﹤0.01%
18,230
-8,965
570
$1.52M ﹤0.01%
26,009
+5,223
571
$1.52M ﹤0.01%
18,264
+1,628
572
$1.51M ﹤0.01%
+11,446
573
$1.5M ﹤0.01%
+65,085
574
$1.5M ﹤0.01%
19,758
+1,652
575
$1.49M ﹤0.01%
26,250
-16,276
21 22
23
24 25