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
451
$2.18M 0.01%
27,073
+17,021
452
$2.15M 0.01%
+38,732
453
$2.14M 0.01%
15,502
-46,843
454
$2.14M 0.01%
26,753
+7,338
455
$2.13M 0.01%
58,555
+23,619
456
$2.12M 0.01%
17,452
+1,328
457
$2.08M 0.01%
85,688
+15,670
458
$2.08M 0.01%
41,501
+1,309
459
$1.95M 0.01%
54,508
+37,879
460
$1.94M 0.01%
+22,123
461
$1.93M 0.01%
+25,897
462
$1.92M 0.01%
193,752
+120,298
463
$1.85M 0.01%
+24,754
464
$1.84M 0.01%
15,283
-925
465
$1.83M 0.01%
15,620
+4,763
466
$1.82M 0.01%
35,092
+7,644
467
$1.81M 0.01%
36,900
-100
468
$1.81M 0.01%
33,524
+9,062
469
$1.74M 0.01%
101,475
+21,799
470
$1.74M 0.01%
+6,179
471
$1.74M 0.01%
+47,021
472
$1.71M 0.01%
48,652
+665
473
$1.7M 0.01%
21,850
-38,371
474
$1.7M 0.01%
15,555
-370
475
$1.68M 0.01%
15,313
-11,166
17 18
19
20 21