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
476
$834K ﹤0.01%
27,006
+2,157
477
$829K ﹤0.01%
10,731
+19
478
$826K ﹤0.01%
+16,791
479
$823K ﹤0.01%
30,719
-2,452
480
$822K ﹤0.01%
28,900
-12
481
$819K ﹤0.01%
22,421
-16,251
482
$813K ﹤0.01%
15,367
-608,888
483
$809K ﹤0.01%
13,320
-662
484
$808K ﹤0.01%
30,945
+18,918
485
$807K ﹤0.01%
36,425
+10,054
486
$800K ﹤0.01%
+10,533
487
$799K ﹤0.01%
27,273
-17
488
$776K ﹤0.01%
21,151
-12,838
489
$773K ﹤0.01%
29,921
-10,225
490
$759K ﹤0.01%
27,100
491
$759K ﹤0.01%
65,610
+20,693
492
$757K ﹤0.01%
44,927
493
$753K ﹤0.01%
10,052
-13,154
494
$741K ﹤0.01%
27,247
-21,910
495
$728K ﹤0.01%
10,212
-9,492
496
$721K ﹤0.01%
50,376
+24,880
497
$719K ﹤0.01%
20,478
-10,609
498
$695K ﹤0.01%
15,683
+440
499
$694K ﹤0.01%
19,140
+1,140
500
$687K ﹤0.01%
39,405
-808
18 19
20
21 22