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
1201
$4K ﹤0.01%
+800
1202
$3K ﹤0.01%
+16
1203
$3K ﹤0.01%
+570
1204
$3K ﹤0.01%
+18
1205
$3K ﹤0.01%
+16
1206
$3K ﹤0.01%
+39
1207
$3K ﹤0.01%
+28
1208
$3K ﹤0.01%
+32
1209
$3K ﹤0.01%
+51
1210
$3K ﹤0.01%
+23
1211
$3K ﹤0.01%
+31
1212
$3K ﹤0.01%
+65
1213
$3K ﹤0.01%
+18
1214
$3K ﹤0.01%
+205
1215
$3K ﹤0.01%
+134
1216
$2K ﹤0.01%
+228
1217
$2K ﹤0.01%
+15
1218
$2K ﹤0.01%
+73
1219
$2K ﹤0.01%
+15
1220
$2K ﹤0.01%
57
-5,148
1221
$2K ﹤0.01%
+126
1222
$2K ﹤0.01%
+11
1223
$2K ﹤0.01%
+45
1224
$2K ﹤0.01%
+30
1225
$2K ﹤0.01%
+100
47 48
49
50 51