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
576
$1.08M ﹤0.01%
32,911
577
$1.08M ﹤0.01%
5,424
-250
578
$1.06M ﹤0.01%
76,108
+1,982
579
$1.06M ﹤0.01%
66,702
-321
580
$1.06M ﹤0.01%
10,548
+5,503
581
$1.05M ﹤0.01%
28,514
-5,845
582
$1.04M ﹤0.01%
15,771
-564
583
$1.04M ﹤0.01%
19,302
584
$1.03M ﹤0.01%
18,888
+1,881
585
$1.02M ﹤0.01%
53,200
586
$1.02M ﹤0.01%
50,763
+15
587
$1.01M ﹤0.01%
41,212
588
$1.01M ﹤0.01%
17,129
-80
589
$1.01M ﹤0.01%
20,892
+603
590
$1.01M ﹤0.01%
+24,317
591
$1M ﹤0.01%
13,229
-5,050
592
$989K ﹤0.01%
22,334
-13,573
593
$984K ﹤0.01%
42,246
-1,326
594
$979K ﹤0.01%
11,251
-513
595
$973K ﹤0.01%
5,678
-3
596
$957K ﹤0.01%
4,751
597
$957K ﹤0.01%
30,866
-16,028
598
$942K ﹤0.01%
8,525
+8,519
599
$934K ﹤0.01%
28,230
+2,545
600
$925K ﹤0.01%
20,226
-651
22 23
24
25 26