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
76
$119M 0.39%
413,833
+4,845
77
$116M 0.38%
1,628,652
-9,391
78
$116M 0.38%
2,216,018
+14,704
79
$115M 0.38%
6,086,817
+841,108
80
$115M 0.38%
6,268,369
-1,254,530
81
$115M 0.38%
654,583
-7,093
82
$113M 0.37%
792,350
+7,875
83
$110M 0.36%
4,571,989
+2,388
84
$110M 0.36%
1,735,350
+708,003
85
$110M 0.36%
391,834
+148
86
$106M 0.35%
1,268,915
-315,962
87
$105M 0.34%
1,017,575
-3,160
88
$103M 0.33%
520,962
+1,662
89
$102M 0.33%
1,715,516
-33,284
90
$100M 0.33%
4,724,285
-792,374
91
$98M 0.32%
326,509
+33,272
92
$94.9M 0.31%
393,763
-185,670
93
$94.6M 0.31%
1,561,868
+14,092
94
$94.4M 0.31%
4,329,732
+1,654,711
95
$94.3M 0.31%
528,506
-7,322
96
$92.9M 0.3%
560,807
+30,349
97
$92.8M 0.3%
307,325
+400
98
$92.8M 0.3%
520,725
+34,073
99
$92.4M 0.3%
614,864
-3,017
100
$91.2M 0.3%
2,701,165
+215,894
2 3
4
5 6