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
626
$817K ﹤0.01%
2,842
+151
627
$816K ﹤0.01%
19,676
-330
628
$816K ﹤0.01%
11,094
-27,993
629
$813K ﹤0.01%
11,526
-758
630
$806K ﹤0.01%
18,160
631
$806K ﹤0.01%
10,927
-58,803
632
$800K ﹤0.01%
30,666
633
$798K ﹤0.01%
10,053
-2,899
634
$797K ﹤0.01%
159,005
-6,000
635
$791K ﹤0.01%
14,742
+134
636
$790K ﹤0.01%
21,045
-1,650
637
$779K ﹤0.01%
15,830
+1,816
638
$777K ﹤0.01%
10,178
-1,083
639
$771K ﹤0.01%
23,372
640
$769K ﹤0.01%
15,560
641
$765K ﹤0.01%
9,231
-145
642
$761K ﹤0.01%
6,480
-1,975
643
$759K ﹤0.01%
11,949
-381
644
$742K ﹤0.01%
258,397
+2,500
645
$742K ﹤0.01%
27,066
646
$727K ﹤0.01%
10,860
647
$725K ﹤0.01%
12,459
-93
648
$724K ﹤0.01%
15,258
+13,320
649
$705K ﹤0.01%
20,000
650
$704K ﹤0.01%
11,737
-404
24 25
26
27 28