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
801
$279K ﹤0.01%
11,918
-1,451
802
$277K ﹤0.01%
1,270
-23
803
$277K ﹤0.01%
5,094
-963
804
$272K ﹤0.01%
6,210
-563
805
$270K ﹤0.01%
29,735
806
$268K ﹤0.01%
26,000
807
$267K ﹤0.01%
12,032
808
$266K ﹤0.01%
+125,430
809
$264K ﹤0.01%
1,543
-1,312
810
$264K ﹤0.01%
19,560
-568
811
$259K ﹤0.01%
3,646
812
$258K ﹤0.01%
5,150
813
$257K ﹤0.01%
+1,075
814
$256K ﹤0.01%
31,000
815
$254K ﹤0.01%
3,934
816
$253K ﹤0.01%
1,869
+350
817
$252K ﹤0.01%
3,469
-21
818
$252K ﹤0.01%
2,740
+108
819
$251K ﹤0.01%
2,100
820
$250K ﹤0.01%
7,041
821
$248K ﹤0.01%
19,334
-5,000
822
$246K ﹤0.01%
2,077
-140
823
$242K ﹤0.01%
4,324
-2,500
824
$242K ﹤0.01%
3,261
-2
825
$241K ﹤0.01%
6,700
31 32
33
34 35