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
576
$1.43M ﹤0.01%
5,052
+208
577
$1.43M ﹤0.01%
18,684
-8,164
578
$1.43M ﹤0.01%
11,511
-663
579
$1.42M ﹤0.01%
24,165
-2
580
$1.42M ﹤0.01%
25,654
+19,553
581
$1.42M ﹤0.01%
15,775
-10,892
582
$1.42M ﹤0.01%
61,958
+4,769
583
$1.41M ﹤0.01%
5,835
-3,194
584
$1.4M ﹤0.01%
38,694
+10,763
585
$1.4M ﹤0.01%
20,760
-1,200
586
$1.4M ﹤0.01%
17,001
-28
587
$1.37M ﹤0.01%
20,394
-270
588
$1.36M ﹤0.01%
29,913
-2,047
589
$1.36M ﹤0.01%
+6,927
590
$1.35M ﹤0.01%
19,302
-27
591
$1.35M ﹤0.01%
17,444
+1,295
592
$1.34M ﹤0.01%
70,733
593
$1.34M ﹤0.01%
7,623
+182
594
$1.33M ﹤0.01%
18,993
-6,852
595
$1.33M ﹤0.01%
+49,971
596
$1.32M ﹤0.01%
7,648
+5,393
597
$1.31M ﹤0.01%
18,307
+14,178
598
$1.31M ﹤0.01%
40,710
-5,770
599
$1.3M ﹤0.01%
34,501
+2,437
600
$1.3M ﹤0.01%
36,661
+88
22 23
24
25 26