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
401
$1.67M 0.01%
51,154
-27,227
402
$1.67M 0.01%
11,955
+155
403
$1.66M 0.01%
20,508
-10,247
404
$1.65M 0.01%
+115,654
405
$1.65M 0.01%
16,551
-8,323
406
$1.63M 0.01%
37,000
-2,410
407
$1.6M 0.01%
14,759
-14,350
408
$1.59M 0.01%
15,925
-4,694
409
$1.58M 0.01%
33,123
-7,357
410
$1.57M 0.01%
79,600
411
$1.57M 0.01%
70,018
+11,706
412
$1.55M 0.01%
58,183
+2,443
413
$1.54M 0.01%
30,294
-395
414
$1.54M 0.01%
43,072
+6,233
415
$1.52M 0.01%
79,873
-236
416
$1.48M 0.01%
106,416
+929
417
$1.47M 0.01%
47,987
-278
418
$1.47M 0.01%
153,912
-35,467
419
$1.46M 0.01%
26,646
-848
420
$1.45M 0.01%
27,711
-43,306
421
$1.44M 0.01%
79,676
-2,000
422
$1.44M 0.01%
16,124
+702
423
$1.43M 0.01%
19,415
-7,524
424
$1.42M 0.01%
18,025
-29,785
425
$1.42M 0.01%
33,721
-17,960
15 16
17
18 19