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
1251
$1K ﹤0.01%
+11
1252
$1K ﹤0.01%
+3
1253
$1K ﹤0.01%
+8
1254
$1K ﹤0.01%
+18
1255
– –
-4,333
1256
– –
-11,000
1257
– –
-16,704
1258
– –
-11,000
1259
– –
-30,000
1260
– –
-546,528
1261
$0 ﹤0.01%
+33
1262
– –
-2,688
1263
– –
-11,392
1264
– –
-1,014
1265
$0 ﹤0.01%
12
-11,750
1266
$0 ﹤0.01%
+1
1267
– –
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1268
– –
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1269
– –
-62,694
1270
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-53,306
1271
$0 ﹤0.01%
+21
1272
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+171
1273
– –
-11,500
1274
– –
-10,882
1275
– –
-1,112
49 50
51
52 53