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
376
$4.32M 0.01%
89,339
+14,540
377
$4.28M 0.01%
137,931
+9,331
378
$4.07M 0.01%
25,814
-1,720
379
$4.01M 0.01%
50,172
-89
380
$4M 0.01%
+14,566
381
$3.98M 0.01%
73,408
+19,027
382
$3.97M 0.01%
34,311
+6,458
383
$3.92M 0.01%
21,784
+2,818
384
$3.92M 0.01%
172,085
+2,380
385
$3.91M 0.01%
19,551
+8,233
386
$3.79M 0.01%
47,077
+8,373
387
$3.78M 0.01%
47,152
+29,127
388
$3.71M 0.01%
94,822
+42,938
389
$3.63M 0.01%
+11,504
390
$3.51M 0.01%
35,333
-2,530
391
$3.49M 0.01%
27,295
+15,501
392
$3.48M 0.01%
48,404
-363,861
393
$3.46M 0.01%
35,098
+4,337
394
$3.45M 0.01%
133,131
+15,807
395
$3.44M 0.01%
20,653
+10,195
396
$3.44M 0.01%
233,325
+213,410
397
$3.43M 0.01%
121,105
398
$3.4M 0.01%
15,167
-25,784
399
$3.39M 0.01%
+44,500
400
$3.2M 0.01%
19,789
-454
14 15
16
17 18