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
151
$50.2M 0.11%
1,137,489
+32,472
152
$49.5M 0.11%
599,443
-33,155
153
$48.3M 0.11%
531,251
-708,779
154
$47.8M 0.1%
717,697
-708,308
155
$47.1M 0.1%
639,559
-14,305
156
$46.5M 0.1%
154,928
+4,430
157
$45M 0.1%
151,576
-111,671
158
$43.6M 0.1%
401,097
+112,565
159
$43.4M 0.09%
203,021
-31,681
160
$43.4M 0.09%
245,820
-1,067,191
161
$42.6M 0.09%
130,750
+463
162
$41.2M 0.09%
381,726
+11,590
163
$40.8M 0.09%
735,591
+675,695
164
$40.7M 0.09%
201,470
-4,987
165
$40.6M 0.09%
301,641
-3,537
166
$40.4M 0.09%
971,467
+39,182
167
$39.9M 0.09%
643,495
-12,936
168
$39.6M 0.09%
240,564
+3,963
169
$39.4M 0.09%
377,467
+15,501
170
$39M 0.09%
299,306
+41,488
171
$38.5M 0.08%
775,275
-64,782
172
$38.3M 0.08%
556,239
-163,164
173
$37.1M 0.08%
276,287
+10,792
174
$37M 0.08%
176,759
-3,227
175
$37M 0.08%
512,836
-157,742
5 6
7
8 9