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
876
$106K ﹤0.01%
47,950
877
$96K ﹤0.01%
13,460
+1,095
878
$90K ﹤0.01%
10,719
879
$84K ﹤0.01%
10,000
880
$78K ﹤0.01%
813
881
$72K ﹤0.01%
+30,000
882
$72K ﹤0.01%
2,800
+400
883
$65K ﹤0.01%
+12,345
884
$58K ﹤0.01%
10,000
885
$57K ﹤0.01%
+2,759
886
$57K ﹤0.01%
30,164
-56
887
$57K ﹤0.01%
10,100
888
$52K ﹤0.01%
203
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889
$48K ﹤0.01%
+20,425
890
$47K ﹤0.01%
11,409
-3,368
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$45K ﹤0.01%
2,948
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892
$40K ﹤0.01%
11,135
+123
893
$35K ﹤0.01%
10,245
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894
$33K ﹤0.01%
10,000
895
$25K ﹤0.01%
2,083
896
$24K ﹤0.01%
10,204
+4
897
$18K ﹤0.01%
3,190
898
$17K ﹤0.01%
10,000
899
$17K ﹤0.01%
15,000
-10,000
900
$14K ﹤0.01%
+11,325
34 35
36
37 38