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
1001
$98K ﹤0.01%
10,000
1002
$97K ﹤0.01%
+1,985
1003
$97K ﹤0.01%
+1,715
1004
$96K ﹤0.01%
+5,244
1005
$93K ﹤0.01%
+1,551
1006
$92K ﹤0.01%
+1,910
1007
$89K ﹤0.01%
+1,229
1008
$86K ﹤0.01%
+788
1009
$85K ﹤0.01%
+1,402
1010
$84K ﹤0.01%
1,820
-8,237
1011
$82K ﹤0.01%
+687
1012
$75K ﹤0.01%
+1,025
1013
$73K ﹤0.01%
14,777
+2,737
1014
$71K ﹤0.01%
+681
1015
$71K ﹤0.01%
+242
1016
$71K ﹤0.01%
+1,410
1017
$69K ﹤0.01%
+2,440
1018
$69K ﹤0.01%
+10,750
1019
$67K ﹤0.01%
+2,500
1020
$67K ﹤0.01%
+2,680
1021
$66K ﹤0.01%
10,004
1022
$63K ﹤0.01%
375
-2,925
1023
$62K ﹤0.01%
+1,009
1024
$62K ﹤0.01%
+1,845
1025
$61K ﹤0.01%
+400
39 40
41
42 43