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
151
$43.8M 0.12%
781,212
-86,707
152
$40.4M 0.11%
339,753
+215,255
153
$40.2M 0.11%
1,405,206
-149,803
154
$39.4M 0.11%
467,329
-4,374
155
$39.1M 0.11%
239,272
+2,337
156
$38.8M 0.1%
154,047
+1,207
157
$37.6M 0.1%
135,985
-2,886
158
$36.6M 0.1%
608,964
-561,378
159
$36.2M 0.1%
199,224
-2,899
160
$35.8M 0.1%
951,593
+859,112
161
$35.7M 0.1%
637,350
-653
162
$35.4M 0.1%
1,433,747
+57,228
163
$35.3M 0.1%
207,898
+62,803
164
$35.2M 0.09%
131,563
+52
165
$35M 0.09%
186,441
-11,138
166
$33.3M 0.09%
416,784
+29,512
167
$32.9M 0.09%
142,552
-3,770
168
$32.6M 0.09%
374,215
-273
169
$32.3M 0.09%
746,025
-12,960
170
$32.2M 0.09%
147,593
+18,025
171
$32M 0.09%
420,938
-1,895
172
$31.9M 0.09%
104,368
+1,030
173
$31.9M 0.09%
510,112
+2,122
174
$31.8M 0.09%
201,869
+1,338
175
$31.6M 0.09%
233,938
-33,129
5 6
7
8 9