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
$32.6B
AUM Growth
+$12.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$596M
2
+$549M
3
+$451M
4
MA icon
Mastercard
MA
+$272M
5
ROP icon
Roper Technologies
ROP
+$209M

Top Sells

1
+$61M
2
+$37.9M
3
+$28.1M
4
COF icon
Capital One
COF
+$26.2M
5
WMB icon
Williams Companies
WMB
+$18.2M

Sector Composition

1 Technology 25.74%
2 Healthcare 15.52%
3 Consumer Discretionary 11.47%
4 Financials 11.17%
5 Industrials 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17.1M 0.05%
311,595
-95,366
227
$17M 0.05%
182,544
-1,326
228
$17M 0.05%
121,581
+11,510
229
$16.9M 0.05%
+753,568
230
$16.9M 0.05%
184,569
-20,799
231
$16.8M 0.05%
117,664
-4,074
232
$16.4M 0.05%
161,801
-1,697
233
$16.4M 0.05%
136,843
-1,664
234
$16.2M 0.05%
+113,484
235
$16.2M 0.05%
163,239
+4,074
236
$16.2M 0.05%
+197,750
237
$15.8M 0.05%
125,642
+47,993
238
$15.8M 0.05%
135,584
+5,091
239
$15.5M 0.05%
247,738
+76,255
240
$15.4M 0.05%
87,003
+23,692
241
$15.2M 0.05%
+52,532
242
$15.2M 0.05%
+170,746
243
$15.2M 0.05%
369,342
+1,801
244
$15M 0.05%
79,812
+16,374
245
$15M 0.05%
111,892
+31,258
246
$14.9M 0.05%
621,451
+74,941
247
$14.9M 0.05%
286,314
-3,768
248
$14.9M 0.05%
142,624
-2,287
249
$14.8M 0.05%
300,886
-213,088
250
$14.8M 0.05%
334,047
-5,908
8 9
10
11 12