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
1026
$60K ﹤0.01%
+2,300
1027
$59K ﹤0.01%
+4,000
1028
$58K ﹤0.01%
+600
1029
$58K ﹤0.01%
13
-37
1030
$57K ﹤0.01%
+1,550
1031
$57K ﹤0.01%
+10,100
1032
$56K ﹤0.01%
2,785
-20,780
1033
$56K ﹤0.01%
915
-12,821
1034
$55K ﹤0.01%
+188
1035
$54K ﹤0.01%
+10,200
1036
$54K ﹤0.01%
+7,080
1037
$52K ﹤0.01%
+1,000
1038
$51K ﹤0.01%
+1,425
1039
$50K ﹤0.01%
691
-5,610
1040
$49K ﹤0.01%
+4,400
1041
$49K ﹤0.01%
+600
1042
$48K ﹤0.01%
+462
1043
$47K ﹤0.01%
+1,656
1044
$46K ﹤0.01%
227
1045
$44K ﹤0.01%
+640
1046
$44K ﹤0.01%
+715
1047
$43K ﹤0.01%
+1,650
1048
$43K ﹤0.01%
2,958
1049
$43K ﹤0.01%
+180
1050
$43K ﹤0.01%
10,893
+111
40 41
42
43 44