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
651
$900K ﹤0.01%
12,988
-975
652
$891K ﹤0.01%
22,058
-12,870
653
$883K ﹤0.01%
12,666
-30
654
$868K ﹤0.01%
20,152
-3,425
655
$867K ﹤0.01%
9,471
+15
656
$858K ﹤0.01%
9,173
-3,610
657
$857K ﹤0.01%
2,587
+486
658
$856K ﹤0.01%
+14,276
659
$855K ﹤0.01%
23,395
660
$852K ﹤0.01%
22,152
+2,554
661
$845K ﹤0.01%
34,429
+390
662
$839K ﹤0.01%
20,282
663
$838K ﹤0.01%
10,090
664
$835K ﹤0.01%
12,400
665
$833K ﹤0.01%
5,290
+125
666
$824K ﹤0.01%
35,748
+15,173
667
$821K ﹤0.01%
3,291
+25
668
$813K ﹤0.01%
34,636
+17,933
669
$802K ﹤0.01%
43,664
+23,258
670
$798K ﹤0.01%
7,368
-511,164
671
$791K ﹤0.01%
17,449
+558
672
$780K ﹤0.01%
6,096
-1,140
673
$776K ﹤0.01%
12,369
-345
674
$775K ﹤0.01%
15,560
675
$775K ﹤0.01%
27,736
-4,392
25 26
27
28 29