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
26
$209M 1.01%
983,572
-24,525
27
$208M 1.01%
2,272,106
-562,334
28
$203M 0.99%
1,065,566
-17,141
29
$200M 0.97%
1,005,694
-559,353
30
$194M 0.94%
3,147,254
+151,315
31
$192M 0.93%
4,931,786
-1,695,617
32
$190M 0.92%
2,080,915
-1,582,865
33
$179M 0.87%
1,955,927
-648,052
34
$177M 0.86%
3,494,774
-1,283,353
35
$175M 0.85%
1,655,557
-49,139
36
$175M 0.85%
968,609
-27,174
37
$173M 0.84%
670,772
-648,639
38
$172M 0.84%
3,037,615
-2,596,647
39
$160M 0.78%
1,305,933
-22,342
40
$159M 0.77%
22,322,503
-296,468
41
$155M 0.76%
2,587,672
+188,708
42
$155M 0.75%
823,695
-36,290
43
$153M 0.74%
1,373,738
-488,874
44
$153M 0.74%
4,159,387
-196,789
45
$153M 0.74%
8,844,989
+1,519,987
46
$153M 0.74%
4,528,962
-258,401
47
$152M 0.74%
1,109,135
-888,278
48
$152M 0.74%
810,491
-5,524
49
$152M 0.74%
2,966,416
+2,852,993
50
$150M 0.73%
385,405
-271,499
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