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
701
$513K ﹤0.01%
35,135
702
$512K ﹤0.01%
10,795
-100
703
$502K ﹤0.01%
11,638
+4,523
704
$498K ﹤0.01%
+26,416
705
$496K ﹤0.01%
36,289
+2,339
706
$494K ﹤0.01%
1,665
-398
707
$494K ﹤0.01%
1,019
-182
708
$484K ﹤0.01%
24,172
709
$484K ﹤0.01%
8,121
-264
710
$483K ﹤0.01%
9,000
711
$479K ﹤0.01%
37,662
-25,142
712
$479K ﹤0.01%
7,553
+1,466
713
$473K ﹤0.01%
5,970
714
$471K ﹤0.01%
28,400
715
$470K ﹤0.01%
2,274
+1,121
716
$470K ﹤0.01%
30,000
717
$466K ﹤0.01%
17,546
-1,149,145
718
$462K ﹤0.01%
+12,092
719
$459K ﹤0.01%
3,983
-1,600
720
$456K ﹤0.01%
22,277
-275
721
$454K ﹤0.01%
+4,000
722
$450K ﹤0.01%
+3,875
723
$450K ﹤0.01%
2,372
-838
724
$443K ﹤0.01%
13,901
+1,550
725
$436K ﹤0.01%
38,417
27 28
29
30 31