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
676
$771K ﹤0.01%
35,205
-405
677
$771K ﹤0.01%
21,598
+340
678
$767K ﹤0.01%
21,336
679
$766K ﹤0.01%
43,347
+4,013
680
$752K ﹤0.01%
7,540
+61
681
$732K ﹤0.01%
18,160
682
$730K ﹤0.01%
15,320
-7,273
683
$729K ﹤0.01%
7,508
684
$726K ﹤0.01%
26,841
685
$725K ﹤0.01%
14,014
+2,790
686
$724K ﹤0.01%
106,071
-59,284
687
$724K ﹤0.01%
14,866
-683
688
$720K ﹤0.01%
10,846
-322
689
$712K ﹤0.01%
15,514
+2,304
690
$706K ﹤0.01%
6,471
691
$705K ﹤0.01%
6,355
+3,613
692
$693K ﹤0.01%
7,423
-82
693
$690K ﹤0.01%
10,555
+162
694
$689K ﹤0.01%
10,361
-2,120
695
$688K ﹤0.01%
24,647
-29
696
$688K ﹤0.01%
6,278
+602
697
$686K ﹤0.01%
14,874
+506
698
$674K ﹤0.01%
7,467
+4,454
699
$668K ﹤0.01%
6,396
+1,064
700
$667K ﹤0.01%
11,217
+3,999
26 27
28
29 30