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
326
$7.61M 0.02%
950,676
-1,670,736
327
$7.42M 0.02%
+98,314
328
$7.38M 0.02%
119,720
+5,767
329
$7.36M 0.02%
32,542
+11,459
330
$7.33M 0.02%
+94,484
331
$7.33M 0.02%
1,232,222
+266,169
332
$7.28M 0.02%
144,334
-32,054
333
$7.21M 0.02%
34,127
+2,924
334
$7.1M 0.02%
126,032
+44,756
335
$6.92M 0.02%
357,754
+195,017
336
$6.8M 0.02%
20,786
+5,239
337
$6.76M 0.02%
131,610
+5,280
338
$6.75M 0.02%
828,868
-81,371
339
$6.65M 0.02%
145,359
-5,478
340
$6.43M 0.02%
+76,676
341
$6.42M 0.02%
75,507
-26,739
342
$6.29M 0.02%
+13,050
343
$6.23M 0.02%
1,014,521
+550,117
344
$6.11M 0.02%
17,304
+7,174
345
$6.05M 0.02%
41,985
+20,995
346
$6.05M 0.02%
490,763
-271,897
347
$5.72M 0.02%
82,370
+20,998
348
$5.67M 0.02%
25,660
+1,780
349
$5.57M 0.02%
48,054
-44
350
$5.55M 0.02%
142,868
+61,242
12 13
14
15 16