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
51
$225M 0.61%
1,377,034
+6,541
52
$224M 0.6%
2,032,144
+24,707
53
$223M 0.6%
4,073,162
+901,205
54
$220M 0.59%
2,353,641
+50,111
55
$218M 0.59%
962,847
+6,678
56
$216M 0.58%
3,388,637
+62,802
57
$214M 0.58%
2,269,840
+12,163
58
$213M 0.57%
3,436,517
+970,191
59
$200M 0.54%
18,166,278
+35,789
60
$187M 0.5%
994,548
+182,518
61
$181M 0.49%
6,047,190
+2,119,396
62
$171M 0.46%
521,530
+95,191
63
$171M 0.46%
9,908,603
+445,009
64
$169M 0.45%
306,239
+6,740
65
$168M 0.45%
1,643,048
+589,142
66
$167M 0.45%
1,853,239
+9,675
67
$165M 0.44%
459,102
-684
68
$158M 0.43%
1,916,447
-58,671
69
$157M 0.42%
865,599
+22,851
70
$149M 0.4%
444,767
+116,353
71
$146M 0.39%
1,178,516
+6,320
72
$140M 0.38%
2,311,768
-66,230
73
$139M 0.37%
6,904,598
-75,675
74
$136M 0.37%
820,673
-64,901
75
$133M 0.36%
779,017
+38,709
1 2
3
4 5