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
826
$259K ﹤0.01%
18,487
827
$259K ﹤0.01%
4,529
828
$258K ﹤0.01%
2,709
-571
829
$255K ﹤0.01%
13,810
+1,045
830
$254K ﹤0.01%
1,689
831
$254K ﹤0.01%
1,723
+3
832
$254K ﹤0.01%
22,641
-3,314
833
$248K ﹤0.01%
607
-122
834
$247K ﹤0.01%
21,651
-562
835
$246K ﹤0.01%
10,200
836
$246K ﹤0.01%
1,155
837
$245K ﹤0.01%
+25,430
838
$243K ﹤0.01%
+6,958
839
$243K ﹤0.01%
27,000
-6,000
840
$242K ﹤0.01%
1,453
-18
841
$242K ﹤0.01%
+2,695
842
$240K ﹤0.01%
3,827
-414
843
$236K ﹤0.01%
13,170
+800
844
$236K ﹤0.01%
+12,054
845
$236K ﹤0.01%
15,500
846
$236K ﹤0.01%
+4,393
847
$233K ﹤0.01%
4,960
-26
848
$232K ﹤0.01%
2,800
849
$231K ﹤0.01%
20,250
-19,350
850
$229K ﹤0.01%
+911
32 33
34
35 36