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
176
$25.1M 0.08%
858,460
+9,250
177
$24.6M 0.08%
445,496
+5,521
178
$24.5M 0.08%
+102,124
179
$24.5M 0.08%
115,166
+21,206
180
$24.4M 0.08%
2,430,689
+311,927
181
$24.1M 0.08%
157,197
+580
182
$23.9M 0.08%
239,162
+2,358
183
$23.8M 0.08%
752,152
+72,322
184
$23.8M 0.08%
+514,010
185
$23.7M 0.08%
1,103,561
+452,574
186
$23.5M 0.08%
136,631
+10,313
187
$23.1M 0.08%
2,697,726
+111,045
188
$23M 0.07%
242,903
+25,918
189
$22.9M 0.07%
229,885
+3,001
190
$22.9M 0.07%
242,310
+10,681
191
$22.8M 0.07%
246,938
-9,037
192
$22.8M 0.07%
154,329
+1,256
193
$22.7M 0.07%
153,565
+2,309
194
$22.4M 0.07%
3,570,400
-720
195
$22.3M 0.07%
297,645
+2,229
196
$21.6M 0.07%
173,253
-5,216
197
$21.4M 0.07%
790,544
+7,624
198
$21.2M 0.07%
308,240
+108,983
199
$21M 0.07%
81,221
-1,588
200
$20.8M 0.07%
218,821
-901
6 7
8
9 10