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
376
$2.08M 0.01%
37,991
-35,686
377
$2.05M 0.01%
40,192
-6,284
378
$2.02M 0.01%
23,231
+2,693
379
$2.01M 0.01%
51,884
-46,644
380
$2.01M 0.01%
27,941
381
$2M 0.01%
32,020
-409
382
$1.97M 0.01%
27,448
-7,281
383
$1.95M 0.01%
18,382
-11,781
384
$1.94M 0.01%
21,237
-42,470
385
$1.91M 0.01%
38,176
-7,102
386
$1.91M 0.01%
85,708
-33,099
387
$1.9M 0.01%
73,343
-5,277
388
$1.82M 0.01%
35,089
-493
389
$1.79M 0.01%
39,610
390
$1.78M 0.01%
43,587
-14,953
391
$1.75M 0.01%
10,458
-7,267
392
$1.75M 0.01%
32,019
-49,162
393
$1.74M 0.01%
16,208
-1,449
394
$1.73M 0.01%
30,844
-12,785
395
$1.73M 0.01%
64,553
-3,519
396
$1.72M 0.01%
22,691
-6,605
397
$1.72M 0.01%
15,038
-6,985
398
$1.69M 0.01%
45,109
+1,676
399
$1.67M 0.01%
23,992
-7,327
400
$1.67M 0.01%
21,467
-5,978
14 15
16
17 18