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
601
$905K ﹤0.01%
23,865
-62
602
$896K ﹤0.01%
18,032
-13,850
603
$894K ﹤0.01%
7,130
-1,723
604
$875K ﹤0.01%
10,243
-564
605
$872K ﹤0.01%
93,731
+20,649
606
$869K ﹤0.01%
11,080
-311
607
$864K ﹤0.01%
12,181
-481
608
$863K ﹤0.01%
11,266
-577,809
609
$861K ﹤0.01%
18,881
+4,400
610
$832K ﹤0.01%
56,752
-16
611
$818K ﹤0.01%
72,698
-10,230
612
$817K ﹤0.01%
984,156
-68,564
613
$815K ﹤0.01%
21,087
+2,421
614
$810K ﹤0.01%
44,998
-1,828
615
$810K ﹤0.01%
36,473
-1,330
616
$805K ﹤0.01%
4,751
-35
617
$803K ﹤0.01%
18,785
618
$802K ﹤0.01%
50,601
619
$794K ﹤0.01%
44,827
-39,850
620
$793K ﹤0.01%
11,653
+143
621
$791K ﹤0.01%
10,298
622
$788K ﹤0.01%
15,785
-714
623
$787K ﹤0.01%
18,573
-211
624
$784K ﹤0.01%
61,206
+246
625
$778K ﹤0.01%
7,087
-1,281
23 24
25
26 27