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
751
$381K ﹤0.01%
4,466
+52
752
$379K ﹤0.01%
+15,358
753
$379K ﹤0.01%
4,811
754
$379K ﹤0.01%
20,000
755
$376K ﹤0.01%
6,603
-67
756
$376K ﹤0.01%
+11,251
757
$375K ﹤0.01%
9,225
-803
758
$375K ﹤0.01%
12,276
-1,106
759
$373K ﹤0.01%
2,783
+145
760
$372K ﹤0.01%
6,800
-52
761
$372K ﹤0.01%
4,841
-131
762
$369K ﹤0.01%
7,865
-2,000
763
$367K ﹤0.01%
10,571
764
$366K ﹤0.01%
9,620
+60
765
$363K ﹤0.01%
38,500
766
$357K ﹤0.01%
12,058
-247
767
$356K ﹤0.01%
3,625
+10
768
$353K ﹤0.01%
+7,707
769
$350K ﹤0.01%
21,436
-195
770
$348K ﹤0.01%
+10,162
771
$344K ﹤0.01%
11,500
+1,150
772
$344K ﹤0.01%
11,500
773
$341K ﹤0.01%
+7,916
774
$340K ﹤0.01%
26,532
-300
775
$338K ﹤0.01%
4,743
+17
29 30
31
32 33