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
476
$1.68M 0.01%
205,462
-30,086
477
$1.66M 0.01%
79,873
478
$1.66M 0.01%
71,382
-14,326
479
$1.64M 0.01%
20,026
+9,814
480
$1.63M 0.01%
+16,142
481
$1.61M ﹤0.01%
36,691
+13,062
482
$1.6M ﹤0.01%
40,021
-3,051
483
$1.59M ﹤0.01%
133,478
+41,855
484
$1.59M ﹤0.01%
20,389
-1,078
485
$1.57M ﹤0.01%
25,810
+10,755
486
$1.56M ﹤0.01%
29,566
+16,776
487
$1.56M ﹤0.01%
+19,871
488
$1.55M ﹤0.01%
10,944
+206
489
$1.52M ﹤0.01%
46,362
+12,641
490
$1.52M ﹤0.01%
60,518
+9,364
491
$1.52M ﹤0.01%
+5,539
492
$1.52M ﹤0.01%
29,161
+1,450
493
$1.51M ﹤0.01%
58,969
+786
494
$1.5M ﹤0.01%
+11,791
495
$1.5M ﹤0.01%
62,104
+35,191
496
$1.48M ﹤0.01%
+19,109
497
$1.46M ﹤0.01%
+7,860
498
$1.45M ﹤0.01%
17,474
+3,950
499
$1.43M ﹤0.01%
24,027
+35
500
$1.42M ﹤0.01%
+14,633
18 19
20
21 22