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
$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
1
$1.79B 4.82%
7,683,796
+75,991
2
$1.63B 4.39%
11,804,100
-16,876
3
$1.4B 3.77%
12,396,713
+146,887
4
$815M 2.19%
8,515,416
-138,504
5
$754M 2.03%
1,492,359
+16,939
6
$662M 1.78%
3,727,226
+28,159
7
$604M 1.63%
7,221,107
+66,646
8
$595M 1.6%
7,594,599
+501,284
9
$593M 1.6%
10,813,940
+83,177
10
$582M 1.57%
8,104,227
+21,487
11
$567M 1.53%
2,476,936
+82,843
12
$550M 1.48%
5,718,430
-21,910
13
$494M 1.33%
1,791,353
+34,327
14
$429M 1.16%
1,404,453
+10,518
15
$426M 1.15%
4,406,902
+79,411
16
$391M 1.05%
1,818,833
+55,161
17
$390M 1.05%
2,337,601
+47,259
18
$389M 1.05%
4,749,335
+84,499
19
$378M 1.02%
2,820,717
-305,528
20
$367M 0.99%
1,019,718
+189,362
21
$361M 0.97%
1,666,956
+38,928
22
$352M 0.95%
1,091,619
+123,508
23
$351M 0.95%
3,359,826
-188,535
24
$349M 0.94%
8,736,132
+229,825
25
$349M 0.94%
1,916,203
-5,196
1
2 3 4 5