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
1051
-104
1052
-182
1053
-920
1054
-2
1055
-305
1056
-578
1057
-11
1058
-90
1059
-3
1060
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1061
-683
1062
-10,636
1063
-11,265
1064
-292
1065
-1,715
1066
-10,541
1067
-1,425
1068
-1,082
1069
-2,300
1070
-367
1071
-10,346
1072
-21,845
1073
-195
1074
-21
1075
-1,300