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
101
$84M 0.23%
2,571,727
+533,008
102
$84M 0.23%
2,300,824
-131,530
103
$83.7M 0.23%
1,036,661
+7,975
104
$81.8M 0.22%
228,955
+5,604
105
$81.5M 0.22%
278,104
-1,228
106
$80.9M 0.22%
1,118,598
+37,166
107
$80.4M 0.22%
221,918
+28,128
108
$80.2M 0.22%
965,701
-80,777
109
$75.3M 0.2%
521,447
+18,920
110
$75.2M 0.2%
187,452
+10,909
111
$73.9M 0.2%
2,938,883
-428,971
112
$72.4M 0.2%
187,002
-4,117
113
$71.8M 0.19%
909,053
+9,792
114
$71.8M 0.19%
363,971
-13,089
115
$71.6M 0.19%
6,806,481
-1,905,820
116
$70.6M 0.19%
452,057
-6,508
117
$70.2M 0.19%
3,183,834
+31,701
118
$69.9M 0.19%
252,063
-27,155
119
$67.7M 0.18%
2,308,967
-209,795
120
$65.1M 0.18%
1,370,342
-34,902
121
$64.2M 0.17%
2,049,810
-1,600
122
$63.8M 0.17%
1,095,326
-2,297
123
$62.6M 0.17%
797,962
-15,484
124
$62.6M 0.17%
109,965
-885
125
$62.5M 0.17%
348,326
-2,192
3 4
5
6 7