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
676
$588K ﹤0.01%
125,000
677
$585K ﹤0.01%
7,450
678
$583K ﹤0.01%
15,674
-595
679
$581K ﹤0.01%
23,706
+2,959
680
$581K ﹤0.01%
30,345
-45,405
681
$578K ﹤0.01%
10,090
-25
682
$577K ﹤0.01%
22,136
683
$576K ﹤0.01%
+11,500
684
$576K ﹤0.01%
34,521
+12,728
685
$574K ﹤0.01%
17,947
+1,007
686
$574K ﹤0.01%
+18,521
687
$571K ﹤0.01%
3,348
+9
688
$570K ﹤0.01%
+19,148
689
$566K ﹤0.01%
43,178
+31,681
690
$554K ﹤0.01%
12,020
-1,140
691
$543K ﹤0.01%
4,694
-10,677
692
$542K ﹤0.01%
23,098
-44,471
693
$542K ﹤0.01%
12,631
+2,325
694
$539K ﹤0.01%
8,429
695
$533K ﹤0.01%
+40,378
696
$528K ﹤0.01%
7,313
-536
697
$525K ﹤0.01%
4,727
-42
698
$517K ﹤0.01%
30,414
699
$516K ﹤0.01%
6,529
-9,628
700
$515K ﹤0.01%
3,350
+528
26 27
28
29 30