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
501
$684K ﹤0.01%
56,480
-86
502
$681K ﹤0.01%
12,870
-755
503
$675K ﹤0.01%
12,790
-970
504
$675K ﹤0.01%
+17,326
505
$673K ﹤0.01%
12,383
-2,099
506
$673K ﹤0.01%
11,771
-8,364
507
$673K ﹤0.01%
174,850
+74,723
508
$659K ﹤0.01%
97,320
509
$645K ﹤0.01%
18,354
-11,173
510
$638K ﹤0.01%
57,306
-12,337
511
$636K ﹤0.01%
11,623
+722
512
$630K ﹤0.01%
10,573
+181
513
$626K ﹤0.01%
25,650
+1,366
514
$623K ﹤0.01%
26,913
-132,495
515
$575K ﹤0.01%
21,285
-116
516
$574K ﹤0.01%
11,579
-1,294
517
$573K ﹤0.01%
16,536
-30,720
518
$568K ﹤0.01%
16,629
-29,782
519
$550K ﹤0.01%
18,510
-130
520
$543K ﹤0.01%
63,600
+12,999
521
$540K ﹤0.01%
14,252
-3,444
522
$539K ﹤0.01%
30,000
523
$532K ﹤0.01%
14,481
-5
524
$522K ﹤0.01%
19,780
-220
525
$522K ﹤0.01%
28,336
19 20
21
22 23