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
651
$694K ﹤0.01%
+53,473
652
$690K ﹤0.01%
14,766
+123
653
$689K ﹤0.01%
34,359
-1,110
654
$685K ﹤0.01%
24,284
655
$680K ﹤0.01%
14,000
656
$677K ﹤0.01%
27,100
657
$675K ﹤0.01%
53,136
-1,664
658
$675K ﹤0.01%
6,023
-580
659
$667K ﹤0.01%
18,595
+195
660
$667K ﹤0.01%
27,007
661
$666K ﹤0.01%
17,581
-473
662
$655K ﹤0.01%
6,680
+1,175
663
$653K ﹤0.01%
6,810
-53
664
$645K ﹤0.01%
19,052
-29,360
665
$641K ﹤0.01%
25,785
-811
666
$640K ﹤0.01%
10,194
-3,813
667
$634K ﹤0.01%
35,168
668
$627K ﹤0.01%
12,073
-542
669
$614K ﹤0.01%
5,553
+40
670
$614K ﹤0.01%
7,686
671
$612K ﹤0.01%
11,401
-8,786
672
$608K ﹤0.01%
30,330
+1,041
673
$604K ﹤0.01%
+4,036
674
$600K ﹤0.01%
15,696
675
$590K ﹤0.01%
20,158
+487
25 26
27
28 29