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
76
$156M 0.34%
376,473
-97,829
77
$149M 0.32%
2,455,517
-19,391
78
$148M 0.32%
533,678
-18,976
79
$148M 0.32%
1,968,352
+134,053
80
$146M 0.32%
688,891
+111,905
81
$144M 0.32%
264,023
-3,472
82
$143M 0.31%
6,543,360
+739,997
83
$139M 0.3%
559,870
+298,798
84
$135M 0.29%
6,460,934
+472,964
85
$135M 0.29%
399,867
+13,020
86
$133M 0.29%
724,314
+26,045
87
$131M 0.29%
800,772
+176,285
88
$131M 0.29%
371,352
-20,168
89
$129M 0.28%
1,705,020
+311,013
90
$128M 0.28%
1,720,526
+712,927
91
$125M 0.27%
774,132
-18,366
92
$124M 0.27%
837,751
+151,676
93
$123M 0.27%
2,618,935
+57,861
94
$122M 0.27%
2,530,874
-459,654
95
$120M 0.26%
865,391
-97,840
96
$120M 0.26%
723,848
-21,602
97
$119M 0.26%
1,522,094
-37,327
98
$118M 0.26%
575,593
+27,058
99
$117M 0.25%
466,821
-165,417
100
$111M 0.24%
313,694
-2,374
2 3
4
5 6