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
726
$559K ﹤0.01%
+9,932
727
$558K ﹤0.01%
+20,730
728
$557K ﹤0.01%
11,434
-48,566
729
$557K ﹤0.01%
3,750
-1,003
730
$552K ﹤0.01%
29,524
-236
731
$547K ﹤0.01%
13,605
+2,105
732
$544K ﹤0.01%
11,103
+296
733
$537K ﹤0.01%
5,929
+1
734
$536K ﹤0.01%
19,237
-2,136
735
$534K ﹤0.01%
24,500
736
$533K ﹤0.01%
5,635
-13,863
737
$531K ﹤0.01%
9,178
+652
738
$527K ﹤0.01%
+13,620
739
$523K ﹤0.01%
7,057
740
$519K ﹤0.01%
+20,820
741
$515K ﹤0.01%
10,741
+1
742
$515K ﹤0.01%
+2,485
743
$513K ﹤0.01%
125,000
744
$509K ﹤0.01%
9,727
-26,393
745
$500K ﹤0.01%
15,000
+3,700
746
$496K ﹤0.01%
6,824
-223
747
$496K ﹤0.01%
15,535
-281
748
$495K ﹤0.01%
18,910
749
$494K ﹤0.01%
2,829
+42
750
$490K ﹤0.01%
44,100
28 29
30
31 32