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
151
$36M 0.12%
1,025,392
+16,968
152
$35.6M 0.12%
794,096
+20,450
153
$34.5M 0.11%
192,143
-1,096
154
$34.2M 0.11%
1,150,335
-65,639
155
$33.5M 0.11%
+803,376
156
$33.3M 0.11%
1,140,465
+5,805
157
$31.7M 0.1%
84,255
+539
158
$31.4M 0.1%
630,029
+9,390
159
$31.3M 0.1%
521,646
+27,354
160
$30.7M 0.1%
263,403
-47,845
161
$30.5M 0.1%
769,890
-27
162
$30M 0.1%
637,051
+8,814
163
$29.1M 0.09%
1,314,728
+1,030,221
164
$29.1M 0.09%
125,450
-2,856
165
$29M 0.09%
242,052
+29,543
166
$28.4M 0.09%
110,405
+551
167
$28.2M 0.09%
169,095
+1,499
168
$27.8M 0.09%
246,915
+1,747
169
$26.2M 0.09%
546,607
+42,020
170
$26M 0.08%
1,461,698
-77,174
171
$25.8M 0.08%
189,274
-20,428
172
$25.7M 0.08%
250,200
+52,231
173
$25.7M 0.08%
169,463
+3,281
174
$25.6M 0.08%
272,516
+205
175
$25.1M 0.08%
712,836
-354
5 6
7
8 9