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
426
$2.5M 0.01%
+15,483
427
$2.44M 0.01%
23,394
+6,843
428
$2.43M 0.01%
+22,001
429
$2.43M 0.01%
40,875
-473,153
430
$2.42M 0.01%
59,516
-3,000
431
$2.4M 0.01%
12,953
-315
432
$2.39M 0.01%
23,328
+37
433
$2.37M 0.01%
73,154
-189
434
$2.36M 0.01%
+9,972
435
$2.34M 0.01%
7,513
-3,536
436
$2.34M 0.01%
+15,516
437
$2.33M 0.01%
28,577
+8,069
438
$2.33M 0.01%
+10,548
439
$2.32M 0.01%
39,610
440
$2.29M 0.01%
+16,307
441
$2.29M 0.01%
41,040
-10,192
442
$2.28M 0.01%
158,930
+52,514
443
$2.28M 0.01%
20,886
+5,848
444
$2.27M 0.01%
26,271
+1,178
445
$2.27M 0.01%
15,829
+4,913
446
$2.26M 0.01%
+12,935
447
$2.22M 0.01%
+10,019
448
$2.21M 0.01%
38,284
+108
449
$2.21M 0.01%
22,766
+30
450
$2.2M 0.01%
+9,248
16 17
18
19 20