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
751
$374K ﹤0.01%
3,100
752
$373K ﹤0.01%
5,685
753
$365K ﹤0.01%
6,441
-666
754
$365K ﹤0.01%
6,047
+118
755
$364K ﹤0.01%
5,442
-535
756
$363K ﹤0.01%
15,045
-5,572
757
$362K ﹤0.01%
3,921
+471
758
$361K ﹤0.01%
15,555
759
$361K ﹤0.01%
5,520
760
$360K ﹤0.01%
12,041
+110
761
$358K ﹤0.01%
4,566
-1,290
762
$354K ﹤0.01%
12,750
+3,000
763
$353K ﹤0.01%
5,344
764
$349K ﹤0.01%
2,150
765
$346K ﹤0.01%
50,000
766
$342K ﹤0.01%
9,000
767
$339K ﹤0.01%
4,214
768
$339K ﹤0.01%
1,595
+1
769
$338K ﹤0.01%
+13,583
770
$338K ﹤0.01%
3,710
771
$338K ﹤0.01%
6,701
+452
772
$326K ﹤0.01%
27,922
773
$323K ﹤0.01%
2,393
774
$322K ﹤0.01%
5,308
-620
775
$319K ﹤0.01%
8,283
-961
29 30
31
32 33