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
801
$380K ﹤0.01%
+16,648
802
$378K ﹤0.01%
3,158
803
$377K ﹤0.01%
31,036
-4,379
804
$376K ﹤0.01%
1,934
805
$372K ﹤0.01%
2,625
+225
806
$372K ﹤0.01%
15,358
807
$371K ﹤0.01%
10,285
-200
808
$371K ﹤0.01%
+22,233
809
$369K ﹤0.01%
+39,464
810
$368K ﹤0.01%
+31,030
811
$367K ﹤0.01%
+5,987
812
$366K ﹤0.01%
29,735
813
$366K ﹤0.01%
20,000
-8,865
814
$363K ﹤0.01%
6,467
-2,616
815
$362K ﹤0.01%
38,500
816
$362K ﹤0.01%
10,148
817
$357K ﹤0.01%
2,050
818
$356K ﹤0.01%
3,559
+310
819
$356K ﹤0.01%
795
+138
820
$356K ﹤0.01%
12,282
821
$351K ﹤0.01%
6,316
+372
822
$349K ﹤0.01%
3,264
+385
823
$346K ﹤0.01%
5,520
-89
824
$340K ﹤0.01%
+6,856
825
$337K ﹤0.01%
+12,916
31 32
33
34 35