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
51
$172M 0.56%
818,743
+1,324
52
$170M 0.55%
1,120,480
+116,310
53
$167M 0.55%
2,150,328
-21,129
54
$167M 0.54%
8,094,505
+3,995,663
55
$166M 0.54%
3,080,564
-20,738
56
$165M 0.54%
467,118
+10,989
57
$165M 0.54%
1,387,535
+11,450
58
$163M 0.53%
500,303
-69,998
59
$156M 0.51%
1,219,202
+920,462
60
$150M 0.49%
1,996,243
+56,796
61
$145M 0.47%
6,114,067
-1,091,722
62
$142M 0.46%
519,849
-2,295
63
$141M 0.46%
703,386
+6,129
64
$140M 0.46%
2,220,498
-65,344
65
$135M 0.44%
1,773,068
+8,390
66
$134M 0.44%
2,191,265
+85,313
67
$133M 0.44%
2,230,140
-10,500
68
$131M 0.43%
1,493,293
-205,159
69
$131M 0.43%
493,424
+2,600
70
$130M 0.42%
832,110
-203,365
71
$127M 0.41%
1,112,364
+1,074,484
72
$126M 0.41%
595,842
+55,693
73
$124M 0.4%
3,029,432
-276,936
74
$124M 0.4%
635,619
-4,404
75
$120M 0.39%
2,265,141
-1,638,440
1 2
3
4 5