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
776
$338K ﹤0.01%
7,020
777
$334K ﹤0.01%
11,363
778
$334K ﹤0.01%
7,378
-266
779
$333K ﹤0.01%
5,038
780
$330K ﹤0.01%
10,799
+1,418
781
$329K ﹤0.01%
12,773
+187
782
$329K ﹤0.01%
415
783
$329K ﹤0.01%
8,470
-406
784
$325K ﹤0.01%
7,736
-2,789
785
$324K ﹤0.01%
12,098
+175
786
$324K ﹤0.01%
28,770
+7,270
787
$323K ﹤0.01%
50,230
788
$323K ﹤0.01%
+1,474
789
$322K ﹤0.01%
21,120
790
$318K ﹤0.01%
3,757
-150
791
$316K ﹤0.01%
6,081
-209
792
$310K ﹤0.01%
8,679
+822
793
$309K ﹤0.01%
11,772
794
$306K ﹤0.01%
2,965
+200
795
$306K ﹤0.01%
14,132
796
$300K ﹤0.01%
12,573
+110
797
$292K ﹤0.01%
4,910
+721
798
$291K ﹤0.01%
1,834
+25
799
$289K ﹤0.01%
8,850
800
$288K ﹤0.01%
46,473
+6,311
30 31
32
33 34