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
301
$9.59M 0.03%
46,480
+5,023
302
$9.46M 0.03%
48,849
-1,901
303
$9.46M 0.03%
56,407
+14,477
304
$9.38M 0.03%
5,292,294
+3,450,390
305
$9.34M 0.03%
211,963
-1,384,785
306
$9.17M 0.03%
7,050,473
+4,651,475
307
$9.09M 0.03%
182,178
+71,956
308
$9.04M 0.03%
160,840
+94,888
309
$8.94M 0.03%
69,464
+25,377
310
$8.88M 0.03%
330,272
+49,312
311
$8.86M 0.03%
244,060
+27,910
312
$8.71M 0.03%
119,071
+73,428
313
$8.65M 0.03%
80,803
-38,614
314
$8.56M 0.03%
353,569
+163,018
315
$8.43M 0.03%
118,837
+1,159
316
$8.23M 0.03%
55,771
+15,224
317
$8.22M 0.03%
571,662
-20,752
318
$8.18M 0.03%
71,316
+37,557
319
$7.96M 0.02%
95,275
-41,937
320
$7.9M 0.02%
104,952
-964
321
$7.88M 0.02%
67,507
+24,556
322
$7.87M 0.02%
427,128
+371,391
323
$7.87M 0.02%
+734,992
324
$7.8M 0.02%
638,101
+377,784
325
$7.67M 0.02%
35,824
+2,717
11 12
13
14 15