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
601
$922K ﹤0.01%
36,424
602
$915K ﹤0.01%
6,378
-1,207
603
$913K ﹤0.01%
+180,000
604
$905K ﹤0.01%
11,958
+1,145
605
$903K ﹤0.01%
4,495
606
$902K ﹤0.01%
18,404
607
$898K ﹤0.01%
21,094
+1,941
608
$892K ﹤0.01%
4,131
-2,442
609
$888K ﹤0.01%
21,082
-180
610
$877K ﹤0.01%
6,154
611
$875K ﹤0.01%
7,604
+42
612
$872K ﹤0.01%
24,854
-6,370
613
$863K ﹤0.01%
44,117
-450
614
$863K ﹤0.01%
16,215
+944
615
$862K ﹤0.01%
19,323
-2,078
616
$862K ﹤0.01%
49,231
-5,623
617
$853K ﹤0.01%
+8,956
618
$836K ﹤0.01%
12,369
619
$831K ﹤0.01%
30,354
-5,968
620
$831K ﹤0.01%
84,634
+59,138
621
$828K ﹤0.01%
50,862
+13,689
622
$824K ﹤0.01%
10,090
623
$819K ﹤0.01%
145,000
-439,324
624
$819K ﹤0.01%
16,358
-281
625
$818K ﹤0.01%
14,499
-628,028
23 24
25
26 27