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
851
$216K ﹤0.01%
29,747
+121
852
$216K ﹤0.01%
20,700
-149
853
$214K ﹤0.01%
38,500
854
$213K ﹤0.01%
3,652
+19
855
$212K ﹤0.01%
19,000
856
$209K ﹤0.01%
3,150
-45,043
857
$206K ﹤0.01%
16,617
858
$206K ﹤0.01%
3,754
-250
859
$205K ﹤0.01%
30,000
860
$205K ﹤0.01%
9,370
861
$204K ﹤0.01%
+12,070
862
$194K ﹤0.01%
+15,500
863
$187K ﹤0.01%
13,343
864
$183K ﹤0.01%
+620
865
$177K ﹤0.01%
20,572
-5,960
866
$174K ﹤0.01%
36,002
867
$169K ﹤0.01%
10,884
868
$157K ﹤0.01%
21,676
+4,000
869
$127K ﹤0.01%
10,564
+855
870
$126K ﹤0.01%
15,565
+41
871
$119K ﹤0.01%
42,000
872
$114K ﹤0.01%
+10,000
873
$113K ﹤0.01%
12,904
+1,000
874
$112K ﹤0.01%
10,769
-514
875
$107K ﹤0.01%
60,000
33 34
35
36 37