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
251
$14.7M 0.05%
960,795
+488,180
252
$14.5M 0.04%
85,656
+7,627
253
$14.5M 0.04%
156,734
-1,009
254
$14.5M 0.04%
171,744
+2,752
255
$14.3M 0.04%
347,418
-12,469
256
$13.9M 0.04%
298,664
+177,140
257
$13.9M 0.04%
186,531
-7,197
258
$13.8M 0.04%
377,257
+360,721
259
$13.6M 0.04%
99,460
-3,193
260
$13.5M 0.04%
1,276,509
+130,009
261
$13.3M 0.04%
203,680
+16,692
262
$12.9M 0.04%
162,913
-97,646
263
$12.8M 0.04%
207,686
-58,388
264
$12.5M 0.04%
84,622
+30,271
265
$12.4M 0.04%
716,538
+421,677
266
$12.4M 0.04%
135,952
+47,544
267
$12.3M 0.04%
89,621
-1,634
268
$12.3M 0.04%
1,383,537
+856,637
269
$12.2M 0.04%
3,570,400
270
$12.1M 0.04%
2,252,257
+29,528
271
$12.1M 0.04%
21,424
+9,439
272
$12.1M 0.04%
995,530
+99,040
273
$12.1M 0.04%
149,253
-8,006
274
$12M 0.04%
138,096
-4,422
275
$11.9M 0.04%
24,585
+4,243
9 10
11
12 13