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
101
$111M 0.24%
1,040,772
-53,500
102
$107M 0.23%
9,912,923
+109,198
103
$104M 0.23%
490,314
-64,498
104
$102M 0.22%
3,573,765
-788,546
105
$100M 0.22%
1,004,564
+916,624
106
$100M 0.22%
221,609
+5,034
107
$94.4M 0.21%
939,430
-23,846
108
$93.7M 0.2%
374,662
-25,094
109
$91.5M 0.2%
2,999,958
+141,260
110
$90.7M 0.2%
162,119
+121,275
111
$88.7M 0.19%
1,080,689
+61,357
112
$87.4M 0.19%
1,101,258
+24,910
113
$86.7M 0.19%
484,738
+13,849
114
$84.2M 0.18%
1,009,535
+65,067
115
$82.7M 0.18%
1,887,841
+285,153
116
$81.9M 0.18%
1,159,926
+117,652
117
$81.5M 0.18%
1,766,343
-25,611
118
$78.3M 0.17%
351,939
-25,342
119
$76.6M 0.17%
3,036,885
+1,189,040
120
$75.8M 0.17%
113,518
-67,782
121
$74.2M 0.16%
1,968,184
-12,524
122
$74.1M 0.16%
1,509,247
-517,912
123
$73.9M 0.16%
2,487,186
+148,392
124
$73.8M 0.16%
99,560
-27,924
125
$73.6M 0.16%
472,718
+28,533
3 4
5
6 7