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
801
$288K ﹤0.01%
1,885
802
$286K ﹤0.01%
+6,449
803
$285K ﹤0.01%
11,699
-1,484
804
$285K ﹤0.01%
+3,775
805
$285K ﹤0.01%
+1,878
806
$284K ﹤0.01%
25,900
-13,805
807
$282K ﹤0.01%
14,160
-3,347
808
$282K ﹤0.01%
5,650
-1,120
809
$280K ﹤0.01%
20,112
+1,157
810
$280K ﹤0.01%
13,821
-865
811
$280K ﹤0.01%
1,701
-529
812
$279K ﹤0.01%
9,045
-1,800
813
$276K ﹤0.01%
2,157
814
$275K ﹤0.01%
5,119
815
$273K ﹤0.01%
186
+7
816
$272K ﹤0.01%
2,210
817
$270K ﹤0.01%
4,317
818
$269K ﹤0.01%
16,597
819
$269K ﹤0.01%
13,929
+1,780
820
$267K ﹤0.01%
+4,390
821
$267K ﹤0.01%
+3,597
822
$265K ﹤0.01%
5,890
823
$263K ﹤0.01%
3,245
+134
824
$261K ﹤0.01%
+5,120
825
$260K ﹤0.01%
18,434
31 32
33
34 35