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
1151
$9K ﹤0.01%
+45
1152
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+74
1153
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+183
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+36
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1160
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1161
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+540
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1166
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+215
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218
-21,942
1170
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+77
1171
$6K ﹤0.01%
+1,103
1172
$6K ﹤0.01%
+290
1173
$6K ﹤0.01%
+49
1174
$6K ﹤0.01%
+295
1175
$6K ﹤0.01%
+38