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
601
$1.28M ﹤0.01%
16,420
+279
602
$1.27M ﹤0.01%
41,763
-28,686
603
$1.26M ﹤0.01%
9,117
-445
604
$1.21M ﹤0.01%
25,685
+5,375
605
$1.21M ﹤0.01%
255,897
606
$1.19M ﹤0.01%
20,403
-20,285
607
$1.19M ﹤0.01%
26,026
-43
608
$1.18M ﹤0.01%
16,557
-1,653
609
$1.16M ﹤0.01%
47,288
-4,057
610
$1.15M ﹤0.01%
40,020
611
$1.15M ﹤0.01%
8,711
+14
612
$1.15M ﹤0.01%
221,024
613
$1.15M ﹤0.01%
11,345
-2,193
614
$1.14M ﹤0.01%
22,308
+9,440
615
$1.14M ﹤0.01%
6,154
-40
616
$1.13M ﹤0.01%
31,460
+1,022
617
$1.13M ﹤0.01%
4,889
-465
618
$1.12M ﹤0.01%
22,695
+1,479
619
$1.12M ﹤0.01%
47,700
+5,600
620
$1.11M ﹤0.01%
20,005
+1
621
$1.11M ﹤0.01%
27,100
622
$1.11M ﹤0.01%
20,873
-96
623
$1.08M ﹤0.01%
31,698
+1,087
624
$1.08M ﹤0.01%
+85,066
625
$1.06M ﹤0.01%
17,528
+2,839
23 24
25
26 27