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
576
$1.05M ﹤0.01%
5,295
+80
577
$1.05M ﹤0.01%
3,686
+220
578
$1.03M ﹤0.01%
50,817
-26,987
579
$1.03M ﹤0.01%
41,944
-1,513,177
580
$1.02M ﹤0.01%
59,465
-8
581
$1.02M ﹤0.01%
3
582
$996K ﹤0.01%
48,429
-581
583
$989K ﹤0.01%
15,081
+186
584
$985K ﹤0.01%
40,495
585
$966K ﹤0.01%
7,488
-123
586
$966K ﹤0.01%
17,340
+379
587
$964K ﹤0.01%
8,555
-206
588
$960K ﹤0.01%
+37,503
589
$955K ﹤0.01%
97,320
590
$950K ﹤0.01%
26,376
+830
591
$950K ﹤0.01%
26,884
-16,131
592
$944K ﹤0.01%
32,341
-3,502
593
$937K ﹤0.01%
4,551
-7
594
$934K ﹤0.01%
58,860
+11,786
595
$933K ﹤0.01%
7,880
+975
596
$927K ﹤0.01%
6,432
+700
597
$917K ﹤0.01%
54,800
+6,850
598
$913K ﹤0.01%
9,533
-76
599
$913K ﹤0.01%
13,235
-139
600
$908K ﹤0.01%
119,716
-512,661
22 23
24
25 26