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
$20.6B
AUM Growth
-$2.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
875
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$112M
3
+$100M
4
TRP icon
TC Energy
TRP
+$38.8M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$31.7M

Top Sells

1
+$442M
2
+$441M
3
+$426M
4
MA icon
Mastercard
MA
+$305M
5
ADBE icon
Adobe
ADBE
+$177M

Sector Composition

1 Technology 26.1%
2 Healthcare 13.66%
3 Financials 10.34%
4 Consumer Discretionary 10.29%
5 Energy 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6.82M 0.03%
216,150
+4,300
277
$6.66M 0.03%
41,000
-644,958
278
$6.53M 0.03%
472,615
-310,490
279
$6.53M 0.03%
50,129
-48,631
280
$6.51M 0.03%
526,900
-997,469
281
$6.36M 0.03%
248,393
-183,663
282
$6.06M 0.03%
637,880
-3,854,200
283
$5.87M 0.03%
48,098
-37
284
$5.81M 0.03%
33,107
-14,691
285
$5.8M 0.03%
190,551
-170,164
286
$5.73M 0.03%
40,547
-14,922
287
$5.73M 0.03%
150,837
-280
288
$5.68M 0.03%
151,329
-2,138
289
$5.62M 0.03%
15,608
-3,222
290
$5.62M 0.03%
147,540
-107,215
291
$5.53M 0.03%
121,524
-145,745
292
$5.52M 0.03%
49,687
-29,949
293
$5.47M 0.03%
59,897
-1,449
294
$5.44M 0.03%
16,480
-310,302
295
$5.41M 0.03%
31,203
-3,610
296
$5.38M 0.03%
294,861
-278,291
297
$5.25M 0.03%
110,222
-103,744
298
$5.19M 0.03%
+233,332
299
$5.17M 0.03%
44,087
-20,539
300
$5.03M 0.02%
97,649
-2,102
10 11
12
13 14