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
876
$162K ﹤0.01%
12,000
877
$132K ﹤0.01%
13,320
+247
878
$127K ﹤0.01%
10,445
-1,000
879
$118K ﹤0.01%
+10,000
880
$114K ﹤0.01%
+38,029
881
$100K ﹤0.01%
18,508
+97
882
$92K ﹤0.01%
12,374
-8,908
883
$87K ﹤0.01%
12,000
884
$81K ﹤0.01%
15,000
-1,000
885
$75K ﹤0.01%
1,166
886
$72K ﹤0.01%
100,000
887
$54K ﹤0.01%
+15,406
888
$38K ﹤0.01%
10,000
889
$31K ﹤0.01%
253
+50
890
$28K ﹤0.01%
27
-12
891
$26K ﹤0.01%
100
-6
892
$23K ﹤0.01%
15,335
893
$20K ﹤0.01%
10,000
894
$17K ﹤0.01%
2,700
+500
895
$14K ﹤0.01%
10,000
896
$3K ﹤0.01%
13,518
897
– –
-12,393
898
– –
-33,905
899
– –
-55,971
900
– –
-73,300
34 35
36
37 38