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
651
$692K ﹤0.01%
10,257
+805
652
$691K ﹤0.01%
27,812
-232
653
$690K ﹤0.01%
16,086
-2,906
654
$682K ﹤0.01%
23,395
655
$682K ﹤0.01%
19,935
-675
656
$677K ﹤0.01%
22,604
+1,431
657
$669K ﹤0.01%
82,358
+24,837
658
$669K ﹤0.01%
27,736
659
$668K ﹤0.01%
12,400
660
$666K ﹤0.01%
10,839
+6,514
661
$665K ﹤0.01%
33,447
+6,139
662
$664K ﹤0.01%
7,977
+139
663
$660K ﹤0.01%
21,713
+711
664
$656K ﹤0.01%
1,929
+14
665
$655K ﹤0.01%
27,092
+251
666
$651K ﹤0.01%
46,258
+23,268
667
$642K ﹤0.01%
37,407
668
$637K ﹤0.01%
5,088
-90
669
$631K ﹤0.01%
4,924
-262,031
670
$624K ﹤0.01%
17,070
-1,740
671
$622K ﹤0.01%
13,694
-3,076
672
$621K ﹤0.01%
221,024
673
$620K ﹤0.01%
2,924
+21
674
$617K ﹤0.01%
7,499
+51
675
$614K ﹤0.01%
16,391
+1,135
25 26
27
28 29