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
$48.2B
AUM Growth
+$5.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,070
New
Increased
Reduced
Closed

Top Buys

1
+$168M
2
+$145M
3
+$110M
4
BKNG icon
Booking.com
BKNG
+$88.1M
5
PANW icon
Palo Alto Networks
PANW
+$78.8M

Top Sells

1
+$118M
2
+$103M
3
+$101M
4
AWK icon
American Water Works
AWK
+$77.8M
5
CONE
CyrusOne Inc Common Stock
CONE
+$72.1M

Sector Composition

1 Technology 24.84%
2 Financials 14.72%
3 Healthcare 12.66%
4 Consumer Discretionary 9.38%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$46K ﹤0.01%
10,782
+102
1002
$45K ﹤0.01%
277
+2
1003
$37K ﹤0.01%
10,000
1004
$31K ﹤0.01%
+28
1005
$30K ﹤0.01%
10,000
1006
$29K ﹤0.01%
2,280
1007
$23K ﹤0.01%
17,135
1008
$21K ﹤0.01%
40
1009
– –
-735,879
1010
– –
-1,000
1011
– –
-38,057
1012
– –
-14,047
1013
– –
-13,435
1014
– –
-371,250
1015
– –
-12,950
1016
– –
-20,948
1017
– –
-13,684
1018
– –
-1,596
1019
– –
-749
1020
– –
-14,220
1021
– –
-25,000
1022
– –
-12,087
1023
– –
-84,903
1024
– –
-9,807
1025
– –
-18,122
39 40
41
42 43