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
626
$1.06M ﹤0.01%
4,497
+87
627
$1.05M ﹤0.01%
76,831
+3,366
628
$1.05M ﹤0.01%
10,458
-86
629
$1.05M ﹤0.01%
12,005
-1,682
630
$1.05M ﹤0.01%
27,300
+7,285
631
$1.04M ﹤0.01%
14,608
632
$1.01M ﹤0.01%
21,419
+1,400
633
$996K ﹤0.01%
7,532
+190
634
$983K ﹤0.01%
12,299
-551
635
$976K ﹤0.01%
4,751
636
$970K ﹤0.01%
26,637
-7,303
637
$966K ﹤0.01%
+11,239
638
$956K ﹤0.01%
18,404
639
$953K ﹤0.01%
17,720
-2,800
640
$951K ﹤0.01%
9,231
641
$949K ﹤0.01%
+25,048
642
$944K ﹤0.01%
28,380
-7,295
643
$941K ﹤0.01%
10,860
644
$940K ﹤0.01%
+8,688
645
$929K ﹤0.01%
+14,933
646
$927K ﹤0.01%
2,672
-96
647
$925K ﹤0.01%
97,829
+23,565
648
$923K ﹤0.01%
11,275
649
$917K ﹤0.01%
797,000
-85,000
650
$910K ﹤0.01%
12,415
+980
24 25
26
27 28