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
776
$319K ﹤0.01%
6,275
-5,000
777
$314K ﹤0.01%
10,606
778
$314K ﹤0.01%
10,285
779
$314K ﹤0.01%
3,094
-170
780
$312K ﹤0.01%
22,136
781
$309K ﹤0.01%
16,224
+13,474
782
$306K ﹤0.01%
13,740
783
$306K ﹤0.01%
3,368
-49
784
$305K ﹤0.01%
1,934
785
$304K ﹤0.01%
2,847
+395
786
$302K ﹤0.01%
10,148
787
$300K ﹤0.01%
26,885
788
$297K ﹤0.01%
2,445
-105
789
$293K ﹤0.01%
1,305
790
$290K ﹤0.01%
1,437
-52,226
791
$290K ﹤0.01%
+67,100
792
$286K ﹤0.01%
11,413
793
$284K ﹤0.01%
11,400
794
$283K ﹤0.01%
2,050
795
$283K ﹤0.01%
+3,966
796
$282K ﹤0.01%
3,147
-2,805
797
$282K ﹤0.01%
3,964
-608
798
$281K ﹤0.01%
4,922
+1,482
799
$280K ﹤0.01%
2,000
800
$279K ﹤0.01%
44,100
30 31
32
33 34