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
501
$1.42M ﹤0.01%
29,751
+4,518
502
$1.41M ﹤0.01%
+18,328
503
$1.41M ﹤0.01%
155,059
+1,147
504
$1.41M ﹤0.01%
+14,499
505
$1.4M ﹤0.01%
17,996
-9,945
506
$1.38M ﹤0.01%
+14,463
507
$1.37M ﹤0.01%
25,571
+7,328
508
$1.37M ﹤0.01%
+5,915
509
$1.37M ﹤0.01%
24,861
+8,070
510
$1.36M ﹤0.01%
+25,796
511
$1.35M ﹤0.01%
21,287
-20,443
512
$1.34M ﹤0.01%
10,591
-882
513
$1.33M ﹤0.01%
23,687
-107
514
$1.33M ﹤0.01%
37,429
+10,488
515
$1.32M ﹤0.01%
33,720
+12,569
516
$1.32M ﹤0.01%
+24,986
517
$1.31M ﹤0.01%
32,615
518
$1.3M ﹤0.01%
+14,976
519
$1.26M ﹤0.01%
+233
520
$1.26M ﹤0.01%
5,991
-5,622
521
$1.26M ﹤0.01%
75,503
+14,425
522
$1.26M ﹤0.01%
11,542
-6,840
523
$1.25M ﹤0.01%
+80,261
524
$1.25M ﹤0.01%
148,974
-973
525
$1.24M ﹤0.01%
88,846
+26,776
19 20
21
22 23