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
401
$3.15M 0.01%
34,184
+8,250
402
$3.14M 0.01%
+93,766
403
$3.12M 0.01%
23,859
-2,535
404
$3.04M 0.01%
27,315
+12,556
405
$2.99M 0.01%
31,981
-681
406
$2.97M 0.01%
19,553
-67,428
407
$2.97M 0.01%
35,269
+21,279
408
$2.9M 0.01%
100,000
-70,000
409
$2.86M 0.01%
48,144
+6,267
410
$2.84M 0.01%
35,654
+12,963
411
$2.82M 0.01%
55,681
+19
412
$2.82M 0.01%
20,825
-618
413
$2.81M 0.01%
18,901
-2,533
414
$2.77M 0.01%
80,652
+2,103
415
$2.75M 0.01%
31,407
-29,368
416
$2.73M 0.01%
34,381
+17,372
417
$2.73M 0.01%
+8,043
418
$2.68M 0.01%
21,877
-562
419
$2.67M 0.01%
+26,120
420
$2.59M 0.01%
160,817
-146
421
$2.56M 0.01%
55,836
+12,249
422
$2.54M 0.01%
49,149
+17,130
423
$2.53M 0.01%
40,139
+9,295
424
$2.51M 0.01%
36,306
+4,286
425
$2.5M 0.01%
12,263
-89
15 16
17
18 19