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
351
$2.73M 0.01%
117,324
-51,555
352
$2.69M 0.01%
30,761
-10,681
353
$2.68M 0.01%
32,662
+5,444
354
$2.68M 0.01%
41,154
-23,010
355
$2.65M 0.01%
20,990
-21,021
356
$2.61M 0.01%
61,647
-96,835
357
$2.56M 0.01%
17,929
-13,953
358
$2.55M 0.01%
11,613
-5,309
359
$2.54M 0.01%
41,730
-16,608
360
$2.53M 0.01%
41,877
-16,410
361
$2.53M 0.01%
51,232
+7,028
362
$2.48M 0.01%
62,516
-1,801
363
$2.46M 0.01%
228,714
+3,352
364
$2.44M 0.01%
142,865
-138,393
365
$2.38M 0.01%
12,352
+907
366
$2.31M 0.01%
29,439
-65,958
367
$2.29M 0.01%
22,736
-1,712
368
$2.26M 0.01%
44,633
-72,636
369
$2.26M 0.01%
13,268
+1,421
370
$2.25M 0.01%
235,548
-81
371
$2.24M 0.01%
11,318
-1,307
372
$2.23M 0.01%
23,291
+1,781
373
$2.19M 0.01%
78,549
+17,518
374
$2.17M 0.01%
25,093
+8,782
375
$2.08M 0.01%
25,934
+99
13 14
15
16 17