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
326
$3.61M 0.02%
74,799
+47,103
327
$3.6M 0.02%
2,398,998
-1,511,269
328
$3.49M 0.02%
61,372
-59,629
329
$3.35M 0.02%
12,721
-335,572
330
$3.33M 0.02%
38,704
-17,285
331
$3.31M 0.02%
27,988
-11,542
332
$3.29M 0.02%
21,434
-396
333
$3.21M 0.02%
27,853
-10,144
334
$3.2M 0.02%
81,626
-90,400
335
$3.2M 0.02%
45,643
-78,103
336
$3.18M 0.02%
10,130
-7,797
337
$3.14M 0.02%
121,105
-1,285
338
$3.13M 0.02%
18,966
-2,924
339
$3.12M 0.02%
12,935
+299
340
$3.08M 0.02%
11,049
-7,385
341
$3.06M 0.01%
55,662
+105
342
$3.06M 0.01%
26,394
-6,644
343
$3.04M 0.01%
+162,737
344
$3.02M 0.01%
464,404
+249,968
345
$2.96M 0.01%
160,963
-59,146
346
$2.93M 0.01%
21,443
-7,850
347
$2.89M 0.01%
20,243
-879
348
$2.82M 0.01%
54,381
-17,894
349
$2.79M 0.01%
26,479
-4,329
350
$2.75M 0.01%
22,439
-23
12 13
14
15 16