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
826
$241K ﹤0.01%
20,082
-1,688
827
$241K ﹤0.01%
12,017
-500
828
$238K ﹤0.01%
17,440
829
$237K ﹤0.01%
+10,413
830
$235K ﹤0.01%
59,890
-23,697
831
$234K ﹤0.01%
2,670
832
$234K ﹤0.01%
8,219
833
$234K ﹤0.01%
10,075
-340
834
$230K ﹤0.01%
3,400
835
$230K ﹤0.01%
17,000
836
$228K ﹤0.01%
21,003
+3
837
$227K ﹤0.01%
6,124
+51
838
$227K ﹤0.01%
2,928
-320
839
$226K ﹤0.01%
17,162
840
$226K ﹤0.01%
6,036
841
$225K ﹤0.01%
13,263
842
$224K ﹤0.01%
29,670
-1,000
843
$223K ﹤0.01%
2,805
+179
844
$222K ﹤0.01%
5,022
-3,955
845
$222K ﹤0.01%
+4,010
846
$221K ﹤0.01%
5,562
847
$220K ﹤0.01%
1,523
-511
848
$219K ﹤0.01%
15,224
-300
849
$219K ﹤0.01%
730,079
-30,820
850
$218K ﹤0.01%
+14,440
32 33
34
35 36