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
851
$228K ﹤0.01%
2,939
-233
852
$228K ﹤0.01%
1,506
853
$228K ﹤0.01%
+861
854
$227K ﹤0.01%
4,350
-135
855
$226K ﹤0.01%
8,114
856
$226K ﹤0.01%
+11,410
857
$224K ﹤0.01%
6,988
+128
858
$223K ﹤0.01%
17,800
859
$222K ﹤0.01%
+6,312
860
$220K ﹤0.01%
19,390
-323,367
861
$218K ﹤0.01%
3,041
862
$213K ﹤0.01%
1,321
-484
863
$211K ﹤0.01%
+5,600
864
$209K ﹤0.01%
+3,762
865
$208K ﹤0.01%
11,360
866
$208K ﹤0.01%
3,505
-485
867
$207K ﹤0.01%
5,253
868
$206K ﹤0.01%
11,250
-1,250
869
$206K ﹤0.01%
4,470
-435
870
$205K ﹤0.01%
+4,653
871
$202K ﹤0.01%
4,755
872
$202K ﹤0.01%
2,656
873
$202K ﹤0.01%
+24,600
874
$187K ﹤0.01%
17,176
875
$185K ﹤0.01%
20,884
33 34
35
36 37