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
951
$205K ﹤0.01%
15,607
-2,734
952
$205K ﹤0.01%
+8,501
953
$204K ﹤0.01%
795
-85
954
$204K ﹤0.01%
17,684
-61,975
955
$204K ﹤0.01%
+2,610
956
$201K ﹤0.01%
+8,826
957
$201K ﹤0.01%
+5,320
958
$196K ﹤0.01%
+3,888
959
$191K ﹤0.01%
17,676
960
$184K ﹤0.01%
+3,350
961
$180K ﹤0.01%
60,000
+4,989
962
$179K ﹤0.01%
+594
963
$177K ﹤0.01%
14,853
-456
964
$177K ﹤0.01%
+3,300
965
$176K ﹤0.01%
+2,930
966
$175K ﹤0.01%
10,536
-2,642
967
$175K ﹤0.01%
+17,980
968
$174K ﹤0.01%
+5,700
969
$173K ﹤0.01%
36,002
970
$173K ﹤0.01%
15,887
971
$171K ﹤0.01%
4,352
972
$167K ﹤0.01%
12,045
+1,140
973
$159K ﹤0.01%
+6,250
974
$157K ﹤0.01%
+16,992
975
$154K ﹤0.01%
+3,990
37 38
39
40 41