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
$37.1B
AUM Growth
-$1.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Buys

1
+$78.5M
2
+$75.4M
3
+$68.1M
4
VICI icon
VICI Properties
VICI
+$63.3M
5
COP icon
ConocoPhillips
COP
+$60.3M

Top Sells

1
+$165M
2
+$109M
3
+$77M
4
EOG icon
EOG Resources
EOG
+$75.7M
5
TMUS icon
T-Mobile US
TMUS
+$41M

Sector Composition

1 Technology 22.43%
2 Healthcare 14.73%
3 Financials 13.73%
4 Consumer Discretionary 8.2%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$62.5M 0.17%
976,419
+39,877
127
$61.7M 0.17%
811,219
+270,054
128
$61M 0.16%
270,543
-5,687
129
$60.7M 0.16%
186,270
-3,003
130
$60.5M 0.16%
869,328
+177,401
131
$58.8M 0.16%
851,211
-701
132
$58.2M 0.16%
+227,826
133
$58M 0.16%
1,425,360
+50,281
134
$56.8M 0.15%
1,298,771
+2,000
135
$56.7M 0.15%
542,036
+18,102
136
$56.2M 0.15%
26,226
+89
137
$55.9M 0.15%
468,134
+15,186
138
$55.8M 0.15%
953,260
-93,182
139
$55.4M 0.15%
3,192,651
-15,203
140
$54.3M 0.15%
+1,060,455
141
$54.1M 0.15%
1,231,064
+20,336
142
$51.3M 0.14%
406,387
-8,198
143
$51M 0.14%
583,930
-18,430
144
$50.7M 0.14%
276,040
+467
145
$49.3M 0.13%
1,373,976
+64,281
146
$48.8M 0.13%
1,560,558
+75,207
147
$47.3M 0.13%
1,618,424
-3,398
148
$46.8M 0.13%
344,787
+2,678
149
$46M 0.12%
2,083,894
+583,894
150
$44.1M 0.12%
931,621
-42,155
4 5
6
7 8