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
676
$588K ﹤0.01%
17,699
-596
677
$587K ﹤0.01%
7,540
678
$577K ﹤0.01%
23,361
-489
679
$575K ﹤0.01%
2,339
-245
680
$572K ﹤0.01%
20,389
-17,226
681
$572K ﹤0.01%
7,943
-657
682
$571K ﹤0.01%
6,659
+1,000
683
$558K ﹤0.01%
26,681
-196
684
$557K ﹤0.01%
9,981
+186
685
$557K ﹤0.01%
7,442
686
$556K ﹤0.01%
6,176
-384
687
$544K ﹤0.01%
15,146
-274
688
$542K ﹤0.01%
33,761
+17,075
689
$541K ﹤0.01%
43,948
+7,948
690
$537K ﹤0.01%
1,916
691
$537K ﹤0.01%
15,315
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692
$532K ﹤0.01%
5,603
693
$530K ﹤0.01%
24,647
694
$524K ﹤0.01%
6,720
-9,998
695
$523K ﹤0.01%
33,739
-300
696
$522K ﹤0.01%
41,727
+936
697
$519K ﹤0.01%
9,004
-160
698
$519K ﹤0.01%
4,053
+147
699
$515K ﹤0.01%
+10,476
700
$509K ﹤0.01%
8,574
26 27
28
29 30