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
351
$5.53M 0.02%
+3,263
352
$5.48M 0.02%
58,171
+8,793
353
$5.45M 0.02%
+456,904
354
$5.4M 0.02%
68,507
+39,068
355
$5.36M 0.02%
187,741
+5,679
356
$5.24M 0.02%
+130,100
357
$5.22M 0.02%
170,942
-62,390
358
$5.2M 0.02%
203,883
-202,610
359
$5.18M 0.02%
547,426
+518,508
360
$5.12M 0.02%
140,728
+79,081
361
$5.11M 0.02%
134,267
-17,062
362
$5.02M 0.02%
+500,000
363
$4.98M 0.02%
54,033
+32,796
364
$4.94M 0.02%
66,320
-83,925
365
$4.88M 0.01%
81,951
+43,960
366
$4.86M 0.01%
51,020
+27,789
367
$4.81M 0.01%
202,489
-45,904
368
$4.74M 0.01%
165,275
-71,361
369
$4.7M 0.01%
30,799
+12,870
370
$4.69M 0.01%
36,548
+8,560
371
$4.63M 0.01%
+24,446
372
$4.62M 0.01%
96,067
-6,327
373
$4.61M 0.01%
15,331
-277
374
$4.58M 0.01%
15,551
+2,616
375
$4.41M 0.01%
+45,557
13 14
15
16 17