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
551
$1.24M ﹤0.01%
21,437
+313
552
$1.22M ﹤0.01%
14,499
-3,522
553
$1.22M ﹤0.01%
3
554
$1.21M ﹤0.01%
10,891
-394
555
$1.2M ﹤0.01%
+18,390
556
$1.2M ﹤0.01%
47,978
+2,010
557
$1.2M ﹤0.01%
4,127
-5,049
558
$1.19M ﹤0.01%
34,934
-18,965
559
$1.18M ﹤0.01%
40,399
-739
560
$1.17M ﹤0.01%
36,000
-790
561
$1.15M ﹤0.01%
84,138
+395
562
$1.15M ﹤0.01%
26,786
+7,518
563
$1.14M ﹤0.01%
98,010
564
$1.13M ﹤0.01%
10,804
-2,793
565
$1.12M ﹤0.01%
183,590
-235,412
566
$1.11M ﹤0.01%
154,176
+3,740
567
$1.11M ﹤0.01%
+22,037
568
$1.11M ﹤0.01%
8,318
-345
569
$1.11M ﹤0.01%
28,897
570
$1.1M ﹤0.01%
8,672
+70
571
$1.1M ﹤0.01%
17,836
-113
572
$1.1M ﹤0.01%
12,864
+25
573
$1.09M ﹤0.01%
4,507
-94
574
$1.09M ﹤0.01%
19,931
-6,670
575
$1.08M ﹤0.01%
10,194
+1
21 22
23
24 25