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
176
$36M 0.08%
770,410
+14,675
177
$35.9M 0.08%
100,002
-28,425
178
$35.7M 0.08%
431,934
-15,881
179
$35.7M 0.08%
98,535
-294
180
$35.7M 0.08%
14,811,710
+649,947
181
$35.5M 0.08%
770,018
-182,946
182
$35M 0.08%
1,371,781
+285,601
183
$35M 0.08%
104,929
+2,176
184
$34.6M 0.08%
529,042
-922,353
185
$34.5M 0.08%
293,050
+225,728
186
$34M 0.07%
387,311
+19,827
187
$33.3M 0.07%
737,753
+63,584
188
$33.3M 0.07%
66,169
-41
189
$33M 0.07%
27,721
+21,476
190
$32.6M 0.07%
963,990
+16,704
191
$32.5M 0.07%
205,778
+5,247
192
$32.4M 0.07%
151,170
+8,677
193
$32.3M 0.07%
442,384
+9,042
194
$32.1M 0.07%
132,359
+2,285
195
$32.1M 0.07%
1,474,194
+388,223
196
$31.9M 0.07%
255,391
+3,258
197
$31.9M 0.07%
565,178
-87,054
198
$31.8M 0.07%
775,441
+5,404
199
$31.3M 0.07%
98,628
-574
200
$31.3M 0.07%
9,245,834
+567,619
6 7
8
9 10