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
201
$20.5M 0.07%
55,837
+205
202
$20.4M 0.07%
318,533
+104,109
203
$20.1M 0.07%
418,788
+1,295
204
$20M 0.07%
806,827
+78,706
205
$20M 0.07%
1,468,587
+45,368
206
$19.7M 0.06%
491,222
+100,540
207
$19.5M 0.06%
336,351
+33,886
208
$19.3M 0.06%
265,972
+3,642
209
$19.3M 0.06%
92,097
+1,279
210
$19.2M 0.06%
172,957
+883
211
$19M 0.06%
148,185
+3,298
212
$18.3M 0.06%
117,314
+10,037
213
$18.2M 0.06%
617,968
+60,614
214
$17.8M 0.06%
290,506
+28,397
215
$17.2M 0.06%
120,161
+339
216
$17M 0.06%
57,555
+3,847
217
$16.6M 0.05%
522,290
-9,004
218
$16.5M 0.05%
234,773
+6,027
219
$16.4M 0.05%
382,722
+37,336
220
$16.4M 0.05%
425,766
+94,920
221
$16.4M 0.05%
82,826
+27,504
222
$16.3M 0.05%
334,765
+25,095
223
$16.3M 0.05%
134,714
+4,340
224
$16.2M 0.05%
126,910
+11,183
225
$16.2M 0.05%
171,081
-99
7 8
9
10 11