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
126
$71.8M 0.16%
1,005,972
-596,550
127
$71.4M 0.16%
288,572
+14,391
128
$69.8M 0.15%
419,678
+31,649
129
$69.7M 0.15%
972,584
-181,989
130
$69.6M 0.15%
1,343,720
+179,268
131
$69.2M 0.15%
428,743
+37,291
132
$68M 0.15%
281,103
-3,969
133
$67.4M 0.15%
2,016,121
-682,692
134
$67M 0.15%
761,980
+753,830
135
$66.5M 0.15%
292,193
-3,024
136
$66.4M 0.14%
418,710
+28,132
137
$66.1M 0.14%
2,061,410
+1,600
138
$64M 0.14%
1,273,455
+212,068
139
$63.4M 0.14%
184,116
+291
140
$63.2M 0.14%
413,752
+15,116
141
$63.1M 0.14%
312,907
+107,669
142
$60.8M 0.13%
29,736
+539
143
$59.7M 0.13%
245,468
+8,337
144
$59.2M 0.13%
3,287,212
+90,280
145
$55.6M 0.12%
740,450
+12,740
146
$55M 0.12%
629,575
-160,893
147
$53M 0.12%
283,655
-15,756
148
$51.3M 0.11%
603,349
-470,379
149
$51.2M 0.11%
1,670,094
+185,610
150
$50.4M 0.11%
853,195
+823,755
4 5
6
7 8