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
1076
$29K ﹤0.01%
+13,334
1077
$28K ﹤0.01%
+449
1078
$28K ﹤0.01%
+1,852
1079
$28K ﹤0.01%
+375
1080
$28K ﹤0.01%
+1,676
1081
$28K ﹤0.01%
+249
1082
$27K ﹤0.01%
+683
1083
$27K ﹤0.01%
277
1084
$27K ﹤0.01%
+600
1085
$26K ﹤0.01%
+915
1086
$26K ﹤0.01%
2,280
1087
$26K ﹤0.01%
+327
1088
$26K ﹤0.01%
+17,123
1089
$26K ﹤0.01%
10,000
1090
$25K ﹤0.01%
+120
1091
$25K ﹤0.01%
+2,455
1092
$25K ﹤0.01%
+1,515
1093
$25K ﹤0.01%
+401
1094
$24K ﹤0.01%
+510
1095
$23K ﹤0.01%
+564
1096
$23K ﹤0.01%
+350
1097
$23K ﹤0.01%
+80
1098
$23K ﹤0.01%
+446
1099
$22K ﹤0.01%
+850
1100
$21K ﹤0.01%
+667
42 43
44
45 46