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
626
$777K ﹤0.01%
12,028
+641
627
$777K ﹤0.01%
8,677
-26,156
628
$772K ﹤0.01%
16,108
-4
629
$770K ﹤0.01%
4,557
-110
630
$769K ﹤0.01%
30,536
+2,619
631
$768K ﹤0.01%
9,648
-224
632
$767K ﹤0.01%
21,810
+1,820
633
$767K ﹤0.01%
543,815
+148,615
634
$762K ﹤0.01%
3,981
-138
635
$762K ﹤0.01%
5,787
+77
636
$760K ﹤0.01%
18,906
+1,236
637
$759K ﹤0.01%
10,404
-238,998
638
$759K ﹤0.01%
11,245
-890
639
$756K ﹤0.01%
+10,750
640
$755K ﹤0.01%
12,827
-395
641
$749K ﹤0.01%
4,438
642
$746K ﹤0.01%
22,951
+5,211
643
$744K ﹤0.01%
15,693
-2,351
644
$729K ﹤0.01%
+25,202
645
$724K ﹤0.01%
21,063
646
$722K ﹤0.01%
5,266
+166
647
$715K ﹤0.01%
13,086
-83
648
$709K ﹤0.01%
11,176
-71
649
$705K ﹤0.01%
43,768
+7,846
650
$705K ﹤0.01%
12,738
+2,475
24 25
26
27 28