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
$45.8B
AUM Growth
-$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,339
New
Increased
Reduced
Closed

Top Buys

1
+$201M
2
+$173M
3
+$152M
4
COP icon
ConocoPhillips
COP
+$91.7M
5
SPGI icon
S&P Global
SPGI
+$85.6M

Top Sells

1
+$205M
2
+$188M
3
+$160M
4
BX icon
Blackstone
BX
+$121M
5
BKNG icon
Booking.com
BKNG
+$69.5M

Sector Composition

1 Technology 23.55%
2 Financials 14.67%
3 Healthcare 13.16%
4 Consumer Discretionary 8.85%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$227K ﹤0.01%
20,890
-2,270
927
$226K ﹤0.01%
10,884
928
$226K ﹤0.01%
+1,260
929
$226K ﹤0.01%
+14,720
930
$225K ﹤0.01%
3,029
931
$224K ﹤0.01%
5,339
-299
932
$224K ﹤0.01%
2,504
-320
933
$223K ﹤0.01%
2,850
934
$223K ﹤0.01%
6,799
935
$222K ﹤0.01%
+3,452
936
$221K ﹤0.01%
4,695
-186,841
937
$220K ﹤0.01%
+2,142
938
$220K ﹤0.01%
2,170
-18,478
939
$216K ﹤0.01%
8,088
940
$216K ﹤0.01%
+6,700
941
$216K ﹤0.01%
5,602
+2
942
$213K ﹤0.01%
5,782
+488
943
$213K ﹤0.01%
30,000
944
$213K ﹤0.01%
+3,354
945
$212K ﹤0.01%
4,827
+261
946
$210K ﹤0.01%
5,373
-27
947
$209K ﹤0.01%
8,268
-5,466
948
$208K ﹤0.01%
1,930
-400
949
$208K ﹤0.01%
15,000
950
$208K ﹤0.01%
503
-24
36 37
38
39 40