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
1126
$12K ﹤0.01%
+147
1127
$12K ﹤0.01%
40
1128
$11K ﹤0.01%
+94
1129
$11K ﹤0.01%
+80
1130
$11K ﹤0.01%
+845
1131
$11K ﹤0.01%
+231
1132
$11K ﹤0.01%
+510
1133
$11K ﹤0.01%
+235
1134
$11K ﹤0.01%
97
-17,317
1135
$11K ﹤0.01%
+204
1136
$11K ﹤0.01%
138
-19,586
1137
$10K ﹤0.01%
+425
1138
$10K ﹤0.01%
+393
1139
$10K ﹤0.01%
+348
1140
$10K ﹤0.01%
+232
1141
$10K ﹤0.01%
+99
1142
$10K ﹤0.01%
+166
1143
$9K ﹤0.01%
+2,781
1144
$9K ﹤0.01%
+107
1145
$9K ﹤0.01%
+157
1146
$9K ﹤0.01%
+660
1147
$9K ﹤0.01%
+201
1148
$9K ﹤0.01%
+606
1149
$9K ﹤0.01%
+198
1150
$9K ﹤0.01%
+310
44 45
46
47 48