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
1101
$21K ﹤0.01%
+600
1102
$20K ﹤0.01%
+1,157
1103
$20K ﹤0.01%
+129
1104
$20K ﹤0.01%
+148
1105
$20K ﹤0.01%
+190
1106
$20K ﹤0.01%
17,135
1107
$19K ﹤0.01%
+800
1108
$19K ﹤0.01%
+165
1109
$19K ﹤0.01%
+103
1110
$18K ﹤0.01%
+210
1111
$18K ﹤0.01%
+171
1112
$18K ﹤0.01%
+351
1113
$17K ﹤0.01%
836
1114
$17K ﹤0.01%
+1,180
1115
$17K ﹤0.01%
+530
1116
$16K ﹤0.01%
+66
1117
$16K ﹤0.01%
+2,833
1118
$16K ﹤0.01%
+255
1119
$15K ﹤0.01%
340
-32,591
1120
$15K ﹤0.01%
+400
1121
$14K ﹤0.01%
+7
1122
$14K ﹤0.01%
+250
1123
$14K ﹤0.01%
+560
1124
$13K ﹤0.01%
+33
1125
$13K ﹤0.01%
+302
43 44
45
46 47