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
51
$268M 0.58%
2,272,743
+243,299
52
$265M 0.58%
1,606,171
-7,181
53
$265M 0.58%
2,021,804
+11,228
54
$258M 0.56%
109,955
-29,591
55
$254M 0.55%
948,982
-5,071
56
$253M 0.55%
3,289,501
+5,034
57
$244M 0.53%
1,850,141
+19,176
58
$240M 0.52%
8,798,220
-2,540,340
59
$234M 0.51%
2,311,705
-6,954
60
$233M 0.51%
304,848
-402
61
$211M 0.46%
464,042
-418
62
$210M 0.46%
18,766,526
-3,091,007
63
$209M 0.46%
1,177,630
+156,859
64
$208M 0.45%
1,489,352
-12,938
65
$204M 0.44%
1,709,167
+1,686,312
66
$201M 0.44%
702,660
+604,720
67
$198M 0.43%
3,150,645
-29,676
68
$192M 0.42%
807,582
+31,634
69
$185M 0.4%
2,560,224
+966,166
70
$182M 0.4%
9,724,321
+713,385
71
$181M 0.39%
1,376,428
-37,070
72
$178M 0.39%
538,127
-105,284
73
$168M 0.37%
5,309,100
+6,000
74
$163M 0.36%
4,915,967
-1,627,615
75
$160M 0.35%
530,190
-62,098
1 2
3
4 5