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
$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
1
$2.36B 5.15%
7,655,164
-58,132
2
$2.08B 4.53%
11,893,336
-270,509
3
$1.93B 4.21%
11,836,600
+321,960
4
$1.21B 2.63%
8,677,960
+71,900
5
$972M 2.12%
7,658,759
-955,699
6
$814M 1.78%
3,671,072
-7,456
7
$802M 1.75%
5,741,580
-2,040
8
$753M 1.64%
1,475,600
+24,166
9
$690M 1.51%
8,180,121
+586,322
10
$613M 1.34%
9,240,598
+1,248,900
11
$592M 1.29%
6,988,727
+1,792,323
12
$582M 1.27%
1,418,145
+208,583
13
$575M 1.26%
2,212,165
-134,347
14
$554M 1.21%
1,850,921
-31,541
15
$502M 1.1%
4,242,471
+82,189
16
$494M 1.08%
3,627,270
-1,175,110
17
$492M 1.07%
1,799,651
+19,387
18
$474M 1.04%
8,507,841
+143,568
19
$460M 1%
3,580,830
+41,792
20
$457M 1%
4,614,286
+17,898
21
$440M 0.96%
2,261,548
-138,612
22
$435M 0.95%
2,046,572
+223,056
23
$419M 0.92%
728,459
+4,517
24
$402M 0.88%
1,606,417
+14,548
25
$399M 0.87%
6,297,422
+10,905
1
2 3 4 5