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
726
$438K ﹤0.01%
14,162
-250
727
$432K ﹤0.01%
11,940
+2,764
728
$423K ﹤0.01%
4,113
729
$423K ﹤0.01%
4,561
+209
730
$422K ﹤0.01%
3,286
731
$421K ﹤0.01%
10,740
-1
732
$417K ﹤0.01%
16,063
-1,500
733
$416K ﹤0.01%
2,547
+62
734
$414K ﹤0.01%
12,712
-561
735
$412K ﹤0.01%
29,556
+16
736
$411K ﹤0.01%
13,620
737
$401K ﹤0.01%
4,812
-500
738
$400K ﹤0.01%
17,708
739
$400K ﹤0.01%
3,733
-176
740
$400K ﹤0.01%
2,760
+254
741
$399K ﹤0.01%
20,436
742
$398K ﹤0.01%
12,945
-77
743
$398K ﹤0.01%
5,046
-5,506
744
$396K ﹤0.01%
1,991
-700
745
$392K ﹤0.01%
12,294
-6,556
746
$391K ﹤0.01%
21,336
747
$390K ﹤0.01%
+10,314
748
$380K ﹤0.01%
+8,159
749
$379K ﹤0.01%
806
+18
750
$375K ﹤0.01%
+10,065
28 29
30
31 32