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
176
$31.4M 0.08%
135,564
-34,534
177
$30.3M 0.08%
167,570
-5,710
178
$29.8M 0.08%
276,253
+122
179
$29.8M 0.08%
419,514
-10,127
180
$29.6M 0.08%
518,772
+14,745
181
$28.2M 0.08%
757,610
+810
182
$28.1M 0.08%
194,267
-9,416
183
$27.6M 0.07%
104,232
+1,377
184
$27.2M 0.07%
547,075
-9,146
185
$26.7M 0.07%
221,753
+471
186
$26.1M 0.07%
97,795
-855
187
$26M 0.07%
61,666
+622
188
$25.7M 0.07%
14,376,032
-106,407
189
$25.5M 0.07%
416,906
-4,580
190
$25.2M 0.07%
148,598
+173
191
$25.1M 0.07%
1,135,359
-4,350
192
$24.8M 0.07%
243,706
+9,228
193
$24.6M 0.07%
240,504
+16,036
194
$24.5M 0.07%
357,518
-11,298
195
$24.1M 0.07%
49,754
+96
196
$24M 0.06%
479,775
-9,321
197
$24M 0.06%
119,968
+1,496
198
$23.9M 0.06%
119,408
+3,166
199
$23.8M 0.06%
286,492
-11,055
200
$23.8M 0.06%
175,048
+1,121
6 7
8
9 10