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
451
$1.08M 0.01%
10,777
-9,697
452
$1.05M 0.01%
45,257
-36,317
453
$1.05M 0.01%
61,078
-19,868
454
$1.05M 0.01%
23,629
-9,103
455
$1.03M 0.01%
62,886
-2,100
456
$1.01M ﹤0.01%
14,554
+1,294
457
$1.01M ﹤0.01%
17,484
458
$1M ﹤0.01%
35,728
-359
459
$989K ﹤0.01%
25,589
-430
460
$983K ﹤0.01%
71,416
+1,930
461
$962K ﹤0.01%
55,737
-58,755
462
$947K ﹤0.01%
28,638
+6,648
463
$944K ﹤0.01%
33,498
+6,936
464
$935K ﹤0.01%
15,055
-13,566
465
$910K ﹤0.01%
35,717
+279
466
$909K ﹤0.01%
26,861
-26,714
467
$909K ﹤0.01%
13,990
-172,274
468
$906K ﹤0.01%
18,243
-6,696
469
$897K ﹤0.01%
62,070
-22,644
470
$882K ﹤0.01%
25,532
-2,681
471
$880K ﹤0.01%
+61,534
472
$874K ﹤0.01%
14,640
-16,646
473
$864K ﹤0.01%
11,865
+1,121
474
$842K ﹤0.01%
73,454
+28,749
475
$837K ﹤0.01%
26,941
-3,037
17 18
19
20 21