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
976
$153K ﹤0.01%
+6,510
977
$153K ﹤0.01%
15,490
+128
978
$149K ﹤0.01%
+1,103
979
$148K ﹤0.01%
1,490
+4
980
$147K ﹤0.01%
13,560
981
$143K ﹤0.01%
+7,557
982
$142K ﹤0.01%
2,266
-17,245
983
$141K ﹤0.01%
3,900
+800
984
$140K ﹤0.01%
+1,335
985
$138K ﹤0.01%
+24,665
986
$137K ﹤0.01%
11,904
987
$135K ﹤0.01%
+1,262
988
$135K ﹤0.01%
+1,408
989
$131K ﹤0.01%
10,000
990
$130K ﹤0.01%
5,266
-36,178
991
$124K ﹤0.01%
+1,640
992
$124K ﹤0.01%
+1,474
993
$121K ﹤0.01%
+5,000
994
$117K ﹤0.01%
+905
995
$113K ﹤0.01%
+3,120
996
$111K ﹤0.01%
+2,535
997
$110K ﹤0.01%
+4,850
998
$105K ﹤0.01%
19,131
+7,131
999
$104K ﹤0.01%
+1,300
1000
$99K ﹤0.01%
+909
38 39
40
41 42