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
$30.7B
AUM Growth
+$2.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
945
New
Increased
Reduced
Closed

Top Buys

1
+$122M
2
+$118M
3
+$90.8M
4
BN icon
Brookfield
BN
+$82.4M
5
BX icon
Blackstone
BX
+$70.4M

Top Sells

1
+$119M
2
+$114M
3
+$99.1M
4
ORCL icon
Oracle
ORCL
+$86.8M
5
PYPL icon
PayPal
PYPL
+$60.9M

Sector Composition

1 Technology 21.23%
2 Financials 14.61%
3 Healthcare 13.77%
4 Energy 10.8%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$49.4M 0.16%
+1,909,507
127
$49.2M 0.16%
1,236,112
+81,937
128
$49M 0.16%
41,172
+175
129
$48.7M 0.16%
265,261
-8,418
130
$48.6M 0.16%
696,273
-10,006
131
$48.4M 0.16%
387,470
-1,479
132
$48.2M 0.16%
1,084,569
+45,827
133
$47M 0.15%
1,097,097
-103,515
134
$44.3M 0.14%
1,648,605
-484,360
135
$43.5M 0.14%
2,355,488
+50,546
136
$43M 0.14%
2,216,443
+462,702
137
$42.7M 0.14%
482,447
-33,569
138
$41.7M 0.14%
325,360
+226,920
139
$41.6M 0.14%
559,838
+6,588
140
$41.6M 0.14%
750,771
-16,570
141
$40.5M 0.13%
1,353,272
+347,080
142
$40.2M 0.13%
976,050
-10,855
143
$39.6M 0.13%
1,066,660
-296
144
$39.6M 0.13%
134,743
-720
145
$38.1M 0.12%
518,804
+14,455
146
$36.7M 0.12%
280,794
+1,009
147
$36.7M 0.12%
268,835
+24,377
148
$36.6M 0.12%
611,189
+11,498
149
$36.3M 0.12%
432,767
-1,155
150
$36.1M 0.12%
158,320
+154,764
4 5
6
7 8