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
776
$446K ﹤0.01%
3,624
+200
777
$444K ﹤0.01%
3,196
-340
778
$440K ﹤0.01%
1,612
+58
779
$429K ﹤0.01%
22,159
-535,443
780
$429K ﹤0.01%
5,410
+619
781
$428K ﹤0.01%
1,884
-1,366
782
$427K ﹤0.01%
22,136
783
$426K ﹤0.01%
12,219
-882
784
$423K ﹤0.01%
2,025
+572
785
$422K ﹤0.01%
1,379
+337
786
$422K ﹤0.01%
897,319
-130,000
787
$421K ﹤0.01%
8,367
-1,000
788
$421K ﹤0.01%
2,755
-11,026
789
$419K ﹤0.01%
5,580
+2,316
790
$418K ﹤0.01%
16,757
791
$415K ﹤0.01%
2,402
+22
792
$414K ﹤0.01%
37,407
793
$411K ﹤0.01%
3,710
-1,075
794
$408K ﹤0.01%
4,345
+1,085
795
$403K ﹤0.01%
11,790
+4,530
796
$402K ﹤0.01%
11,831
797
$400K ﹤0.01%
1,835
-19,750
798
$400K ﹤0.01%
+10,475
799
$397K ﹤0.01%
1,640
-12,451
800
$383K ﹤0.01%
36,000
30 31
32
33 34