CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
1
$1.2B 3.92%
7,628,448
-19,619
2
$1.17B 3.83%
15,984,864
-10,696
3
$998M 3.25%
10,798,000
+562,820
4
$629M 2.05%
4,509,289
+26,332
5
$583M 1.9%
3,102,281
+8,985
6
$548M 1.79%
19,449,175
+537,940
7
$518M 1.69%
7,743,420
+40,860
8
$483M 1.57%
37,616,038
-4,478,345
9
$432M 1.41%
3,173,027
+17,289
10
$430M 1.4%
1,440,263
-24,527
11
$397M 1.29%
2,719,002
+450,490
12
$390M 1.27%
2,805,788
+11,723
13
$365M 1.19%
1,240,045
-11,831
14
$360M 1.17%
1,564,785
+6,617
15
$342M 1.12%
1,933,128
+13,935
16
$335M 1.09%
1,030,344
+282
17
$331M 1.08%
1,003,952
+4,244
18
$322M 1.05%
4,804,980
-48,020
19
$321M 1.05%
1,469,561
+30,262
20
$311M 1.01%
3,361,131
-320,873
21
$310M 1.01%
2,343,708
-13,291
22
$302M 0.98%
6,711,284
+4,495
23
$300M 0.98%
5,357,906
+1,258,192
24
$297M 0.97%
2,570,978
+30,629
25
$297M 0.97%
2,617,621
+19,567
1
2 3 4 5