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
201
$23.6M 0.06%
218,548
+1,594
202
$23.4M 0.06%
1,196,231
+247,843
203
$23.3M 0.06%
56,151
-2,499
204
$23.3M 0.06%
141,455
+11,333
205
$23.2M 0.06%
664,827
-67,494
206
$22.8M 0.06%
688,236
-13,263
207
$22.7M 0.06%
27,422
-281
208
$22.6M 0.06%
515,440
+510
209
$22.3M 0.06%
1,833,870
-2,119,710
210
$22.2M 0.06%
79,949
-3,556
211
$22.1M 0.06%
134,096
+50,893
212
$22M 0.06%
230,358
-3,264
213
$21.7M 0.06%
191,514
+1,333
214
$21.7M 0.06%
385,698
+1,404
215
$21.4M 0.06%
1,369,843
-105,461
216
$21.2M 0.06%
280,352
-1,377
217
$21.2M 0.06%
95,792
+251
218
$21M 0.06%
101,581
+16,801
219
$20.8M 0.06%
93,352
+830
220
$20.7M 0.06%
195,781
-68
221
$20.6M 0.06%
8,873,031
-147,390
222
$20.6M 0.06%
253,608
+3,215
223
$20.5M 0.06%
254,606
-49,976
224
$20.5M 0.06%
394,279
-386,199
225
$20.4M 0.05%
103,472
+1,539
7 8
9
10 11