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
276
$11.9M 0.04%
86,417
+31,468
277
$11.8M 0.04%
1,111,869
-132,494
278
$11.7M 0.04%
+299,595
279
$11.6M 0.04%
71,171
+21,484
280
$11.6M 0.04%
97,945
+8,315
281
$11.5M 0.04%
320,735
+59,850
282
$11.5M 0.04%
294,765
+147,225
283
$11.2M 0.03%
79,852
+8,903
284
$11.1M 0.03%
513,970
+138,370
285
$10.9M 0.03%
879,844
286
$10.9M 0.03%
75,547
+7,586
287
$10.9M 0.03%
+85,895
288
$10.9M 0.03%
+1,000,000
289
$10.7M 0.03%
53,101
-623
290
$10.6M 0.03%
1,743,844
-2,462,667
291
$10.6M 0.03%
202,201
+96,535
292
$10.6M 0.03%
70,689
+20,560
293
$10.1M 0.03%
1,198,822
+258,502
294
$10.1M 0.03%
133,785
-4,669
295
$10.1M 0.03%
+1,000,000
296
$9.9M 0.03%
473,259
-15,844
297
$9.83M 0.03%
178,264
-7,218
298
$9.77M 0.03%
189,114
-40,000
299
$9.61M 0.03%
+8,876
300
$9.6M 0.03%
+235,380
10 11
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