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
426
$1.42M 0.01%
10,916
-4,710
427
$1.41M 0.01%
11,473
-185
428
$1.38M 0.01%
17,009
-13,313
429
$1.36M 0.01%
23,794
+2,112
430
$1.34M 0.01%
11,794
-262,752
431
$1.32M 0.01%
25,233
-5,006
432
$1.31M 0.01%
15,994
-2,118
433
$1.31M 0.01%
39,384
-483
434
$1.31M 0.01%
+10,738
435
$1.26M 0.01%
34,936
-28,814
436
$1.25M 0.01%
+188,387
437
$1.2M 0.01%
42,885
-31,329
438
$1.19M 0.01%
47,221
-63,840
439
$1.18M 0.01%
32,615
+75
440
$1.16M 0.01%
149,947
-8,692
441
$1.16M 0.01%
19,709
-3,238
442
$1.15M 0.01%
16,846
-17,287
443
$1.15M 0.01%
10,857
-5,541
444
$1.15M 0.01%
20,262
-7,782
445
$1.12M 0.01%
13,524
-2,950
446
$1.12M 0.01%
91,623
+13,427
447
$1.11M 0.01%
18,809
+585
448
$1.1M 0.01%
20,637
-5,192
449
$1.09M 0.01%
10,349
-5,926
450
$1.08M 0.01%
24,462
-426,050
16 17
18
19 20