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
201
$31.2M 0.07%
302,063
+1,277
202
$30.9M 0.07%
+561,897
203
$30.5M 0.07%
150,103
-17,754
204
$30.2M 0.07%
181,791
-7,941
205
$29.9M 0.07%
507,107
+23,041
206
$29.4M 0.06%
1,432,570
+57,755
207
$29.4M 0.06%
103,477
+2,508
208
$29.1M 0.06%
212,466
+12,244
209
$29M 0.06%
703,796
-15,666
210
$28.7M 0.06%
266,418
+3,893
211
$28.6M 0.06%
533,810
+5,355
212
$28.5M 0.06%
413,943
+22,178
213
$27.7M 0.06%
582,313
+175,130
214
$27.1M 0.06%
547,636
-9,993
215
$27.1M 0.06%
164,315
+58,417
216
$26.9M 0.06%
717,360
+56,320
217
$26.8M 0.06%
488,392
+76,181
218
$26.6M 0.06%
709,977
-125,030
219
$26.5M 0.06%
421,430
-22,090
220
$26.1M 0.06%
198,489
+3,056
221
$26.1M 0.06%
240,480
-16,654
222
$26.1M 0.06%
217,651
+28,394
223
$25.9M 0.06%
214,549
+33,125
224
$25.8M 0.06%
120,418
-5,821
225
$25.8M 0.06%
193,446
+3,463
7 8
9
10 11