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
1101
– –
-5
1102
– –
-232
1103
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-800
1104
– –
-199
1105
– –
-70,038
1106
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-310
1107
– –
-2,455
1108
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-171
1109
– –
-17,135
1110
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-49,381
1111
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-142
1112
– –
-9
1113
– –
-20,300
1114
– –
-546,073
1115
– –
-4,629
1116
– –
-67,279
1117
– –
-1,101
1118
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-120
1119
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-338
1120
– –
-3,990
1121
– –
-2,781
1122
– –
-13,500
1123
– –
-681
1124
– –
-128
1125
– –
-45
43 44
45
46 47