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
701
$665K ﹤0.01%
19,094
-26,809
702
$661K ﹤0.01%
5,341
+569
703
$658K ﹤0.01%
5,603
+148
704
$650K ﹤0.01%
21,416
+3,805
705
$649K ﹤0.01%
20,128
-11,464
706
$626K ﹤0.01%
11,331
+6,406
707
$624K ﹤0.01%
2,586
+37
708
$624K ﹤0.01%
9,232
-4,826
709
$623K ﹤0.01%
+11,670
710
$622K ﹤0.01%
13,500
711
$619K ﹤0.01%
15,716
+2,673
712
$616K ﹤0.01%
8,574
713
$615K ﹤0.01%
21,566
-22,604
714
$593K ﹤0.01%
10,101
+1
715
$588K ﹤0.01%
21,336
-14,195
716
$586K ﹤0.01%
427
-20
717
$580K ﹤0.01%
6,243
-333
718
$579K ﹤0.01%
3,873
+403
719
$575K ﹤0.01%
30,704
+2,025
720
$573K ﹤0.01%
9,765
-188
721
$568K ﹤0.01%
9,000
722
$567K ﹤0.01%
11,930
723
$567K ﹤0.01%
23,774
-1,890
724
$563K ﹤0.01%
25,780
725
$563K ﹤0.01%
+12,834
27 28
29
30 31