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
76
$125M 0.34%
4,152,350
-71,200
77
$124M 0.33%
775,130
+145,973
78
$118M 0.32%
1,541,915
-320,882
79
$113M 0.3%
438,253
+16,715
80
$112M 0.3%
831,162
+11,992
81
$111M 0.3%
1,786,256
-68,773
82
$111M 0.3%
715,829
+28,001
83
$110M 0.3%
3,660,046
-1,228,903
84
$108M 0.29%
1,061,156
+741,724
85
$108M 0.29%
511,965
+8,147
86
$105M 0.28%
2,888,759
+71,414
87
$103M 0.28%
5,707,279
-87,894
88
$102M 0.28%
914,218
-677,206
89
$102M 0.28%
1,673,252
+23,577
90
$101M 0.27%
377,141
-2,652
91
$98.2M 0.26%
1,140,735
-15,558
92
$96.7M 0.26%
743,027
+15,054
93
$96.5M 0.26%
339,032
+79,364
94
$95.3M 0.26%
981,560
-19,660
95
$94.1M 0.25%
570,312
-13,533
96
$91M 0.25%
1,775,976
+301,340
97
$90.1M 0.24%
480,793
-23,981
98
$89.9M 0.24%
439,234
-9,229
99
$88.8M 0.24%
2,652,110
+745,072
100
$84.1M 0.23%
1,393,498
+14,525
2 3
4
5 6