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
1201
– –
-4,671
1202
– –
-401
1203
– –
-200
1204
– –
-51
1205
– –
-5,700
1206
– –
-39
1207
– –
-45,150
1208
– –
-510
1209
– –
-43
1210
– –
-394
1211
– –
-4
1212
– –
-212
1213
– –
-100
1214
– –
-25,900
1215
– –
-3,120
1216
– –
-3,857
1217
– –
-67
1218
– –
-4,031
1219
– –
-45
1220
– –
-1,852
1221
– –
-400
1222
– –
-3,047
1223
– –
-407
1224
– –
-3
1225
– –
-350
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