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
1301
– –
-11,900
1302
– –
-2,187
1303
– –
-5,000
1304
– –
-450,000
1305
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-2,147
1306
– –
-26,069
1307
– –
-3,040
1308
– –
-27,067
1309
– –
-11,457
1310
– –
-2,711
1311
$0 ﹤0.01%
+11
1312
– –
-1,369
1313
– –
-2,779
1314
– –
-15,324
1315
– –
-4,700
1316
– –
-25,705
1317
– –
-37,234
1318
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-2,763
1319
– –
-16,666
1320
– –
-7,750
1321
– –
-69,235
1322
– –
-2,458
1323
– –
-19,101
1324
– –
-2,493
1325
$0 ﹤0.01%
+7
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