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
1026
– –
-80
1027
– –
-40
1028
– –
-1,000
1029
– –
-396
1030
– –
-205
1031
– –
-205,500
1032
– –
-15
1033
– –
-201
1034
– –
-18
1035
– –
-650
1036
– –
-4,850
1037
– –
-6,510
1038
– –
-183
1039
– –
-425
1040
– –
-40
1041
– –
-1,985
1042
– –
-1,591
1043
– –
-6,890
1044
– –
-800
1045
– –
-250
1046
– –
-1,450
1047
– –
-2,280
1048
– –
-2,240
1049
– –
-5,702
1050
– –
-11,106
40 41
42
43 44