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
26
$313M 0.96%
7,949,575
+986,327
27
$311M 0.95%
1,890,993
+280,515
28
$309M 0.95%
3,087,618
+815,512
29
$308M 0.94%
2,691,460
+365,901
30
$307M 0.94%
1,887,153
-8,546
31
$287M 0.88%
5,149,836
+1,655,062
32
$269M 0.82%
1,130,047
+146,475
33
$262M 0.8%
2,546,864
+350,999
34
$255M 0.78%
453,315
+65,228
35
$254M 0.78%
16,098,456
-505,484
36
$253M 0.77%
4,401,604
+1,435,188
37
$248M 0.76%
990,068
+179,577
38
$241M 0.74%
4,371,884
+1,044,580
39
$240M 0.74%
3,460,764
+873,092
40
$237M 0.73%
2,279,879
+323,952
41
$236M 0.72%
1,132,756
+164,147
42
$232M 0.71%
6,394,206
+1,865,244
43
$227M 0.7%
1,628,832
+143,164
44
$226M 0.69%
769,631
+554,360
45
$224M 0.69%
1,067,463
+1,897
46
$224M 0.69%
1,976,287
+320,730
47
$220M 0.68%
1,543,809
+540,612
48
$210M 0.64%
3,642,770
+495,516
49
$207M 0.63%
3,780,792
+3,765,425
50
$193M 0.59%
1,559,146
+185,408
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