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
301
$4.94M 0.02%
23,880
-1,990
302
$4.86M 0.02%
60,775
+34,214
303
$4.79M 0.02%
49,378
-9,571
304
$4.69M 0.02%
105,666
-66,463
305
$4.63M 0.02%
547,695
+147,399
306
$4.49M 0.02%
42,951
-17,300
307
$4.39M 0.02%
260,317
-260,340
308
$4.38M 0.02%
128,600
-116,338
309
$4.37M 0.02%
102,394
-78,924
310
$4.33M 0.02%
60,221
+38,408
311
$4.27M 0.02%
15,547
-5,685
312
$4.26M 0.02%
21,083
-10,968
313
$4.25M 0.02%
1,841,904
-1,195,011
314
$4.21M 0.02%
81,276
-40,772
315
$4.09M 0.02%
65,952
-64,710
316
$4.09M 0.02%
182,062
-26,432
317
$3.97M 0.02%
170,000
-267,327
318
$3.92M 0.02%
32,334
-353,643
319
$3.92M 0.02%
168,137
-108,215
320
$3.91M 0.02%
27,534
+824
321
$3.73M 0.02%
50,261
-14,470
322
$3.69M 0.02%
37,863
-3,939
323
$3.68M 0.02%
169,705
-8,035
324
$3.63M 0.02%
33,759
-35,241
325
$3.62M 0.02%
102,246
-7,099
11 12
13
14 15