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%
+20
1252
$1K ﹤0.01%
+10
1253
$1K ﹤0.01%
+105
1254
$1K ﹤0.01%
+25
1255
– –
-553
1256
– –
-17,000
1257
– –
-18,000
1258
– –
-1,394
1259
– –
-6,473
1260
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-29,724
1261
– –
-11,339
1262
– –
-1,178
1263
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-34,326
1264
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-34,000
1265
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-6,978
1266
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1267
– –
-2,147
1268
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-26,069
1269
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-3,040
1270
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-11,457
1271
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-2,711
1272
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-4,700
1273
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-69,235
1274
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-2,458
1275
– –
-19,101
49 50
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52 53