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
$30.7B
AUM Growth
+$2.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
945
New
Increased
Reduced
Closed

Top Buys

1
+$122M
2
+$118M
3
+$90.8M
4
BN icon
Brookfield
BN
+$82.4M
5
BX icon
Blackstone
BX
+$70.4M

Top Sells

1
+$119M
2
+$114M
3
+$99.1M
4
ORCL icon
Oracle
ORCL
+$86.8M
5
PYPL icon
PayPal
PYPL
+$60.9M

Sector Composition

1 Technology 21.23%
2 Financials 14.61%
3 Healthcare 13.77%
4 Energy 10.8%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$90.7M 0.3%
547,791
+19,912
102
$88.8M 0.29%
340,034
-1,815
103
$85.2M 0.28%
1,932,890
+30,687
104
$85.1M 0.28%
264,246
+11,180
105
$79.9M 0.26%
506,889
+151,820
106
$75.7M 0.25%
359,733
+1,849
107
$75.1M 0.24%
331,499
+9,217
108
$74.8M 0.24%
1,312,794
+576,268
109
$74.7M 0.24%
484,440
-3,912
110
$74.5M 0.24%
363,156
+11,433
111
$74.5M 0.24%
1,107,884
+82,676
112
$71M 0.23%
938,000
-17,419
113
$68.8M 0.22%
1,051,906
-124
114
$66.9M 0.22%
781,005
+7,962
115
$65.7M 0.21%
272,640
-375
116
$65.6M 0.21%
309,409
+85,990
117
$63.5M 0.21%
626,456
-7,156
118
$61.5M 0.2%
105,299
+2,382
119
$59.7M 0.19%
1,120,206
+83,190
120
$59.4M 0.19%
183,819
-709
121
$55.1M 0.18%
793,507
-23,205
122
$52.8M 0.17%
2,679,702
-257,408
123
$51.4M 0.17%
314,319
+6,577
124
$51.1M 0.17%
280,059
+56,893
125
$49.5M 0.16%
250,740
-546
3 4
5
6 7