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
701
$506K ﹤0.01%
6,203
-40
702
$503K ﹤0.01%
+11,723
703
$498K ﹤0.01%
12,399
704
$492K ﹤0.01%
100,816
+4,233
705
$492K ﹤0.01%
+14,531
706
$490K ﹤0.01%
19,927
-402
707
$487K ﹤0.01%
2,121
-1,882
708
$487K ﹤0.01%
+6,917
709
$484K ﹤0.01%
12,834
710
$483K ﹤0.01%
661,910
711
$479K ﹤0.01%
25,780
712
$477K ﹤0.01%
18,185
-615
713
$475K ﹤0.01%
16,055
-540
714
$472K ﹤0.01%
435
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715
$467K ﹤0.01%
11,930
716
$462K ﹤0.01%
10,520
717
$459K ﹤0.01%
18,000
718
$458K ﹤0.01%
14,715
+200
719
$458K ﹤0.01%
24,500
720
$456K ﹤0.01%
17,967
-591
721
$454K ﹤0.01%
+5,272
722
$453K ﹤0.01%
7,057
723
$443K ﹤0.01%
14,998
+438
724
$442K ﹤0.01%
5,435
-30
725
$438K ﹤0.01%
10,102
27 28
29
30 31