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
726
$430K ﹤0.01%
+10,660
727
$426K ﹤0.01%
+2,575
728
$426K ﹤0.01%
22,576
729
$425K ﹤0.01%
100,945
+1,965
730
$424K ﹤0.01%
3,822
+204
731
$418K ﹤0.01%
6,332
-264
732
$417K ﹤0.01%
10,245
-32
733
$417K ﹤0.01%
16,100
-1,189
734
$413K ﹤0.01%
10,740
735
$411K ﹤0.01%
46,970
736
$411K ﹤0.01%
20,334
737
$409K ﹤0.01%
9,840
738
$406K ﹤0.01%
20,000
739
$404K ﹤0.01%
30,605
+10,853
740
$402K ﹤0.01%
22,675
741
$401K ﹤0.01%
9,426
-11,962
742
$400K ﹤0.01%
29,141
743
$396K ﹤0.01%
14,472
-569
744
$393K ﹤0.01%
33,832
-1,144
745
$393K ﹤0.01%
15,848
-124,312
746
$391K ﹤0.01%
6,470
747
$386K ﹤0.01%
7,950
+1,442
748
$384K ﹤0.01%
14,797
-5,263
749
$383K ﹤0.01%
20,829
-1,130
750
$382K ﹤0.01%
20,104
28 29
30
31 32