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
526
$519K ﹤0.01%
22,091
+640
527
$511K ﹤0.01%
+12,174
528
$509K ﹤0.01%
15,857
+196
529
$507K ﹤0.01%
23,706
-2,312,116
530
$488K ﹤0.01%
+36,082
531
$486K ﹤0.01%
28,577
+5,445
532
$484K ﹤0.01%
33,395
+3,600
533
$482K ﹤0.01%
11,149
-35,521
534
$465K ﹤0.01%
19,593
+50
535
$464K ﹤0.01%
+12,000
536
$460K ﹤0.01%
16,775
-947,374
537
$453K ﹤0.01%
+2,696,679
538
$447K ﹤0.01%
+30,150
539
$439K ﹤0.01%
37,694
-4,781
540
$421K ﹤0.01%
10,016
-136
541
$416K ﹤0.01%
10,846
+393
542
$409K ﹤0.01%
19,068
-6,597
543
$408K ﹤0.01%
13,488
-3,500
544
$406K ﹤0.01%
10,863
545
$388K ﹤0.01%
15,246
-112
546
$378K ﹤0.01%
20,310
547
$375K ﹤0.01%
+10,696
548
$371K ﹤0.01%
+10,909
549
$359K ﹤0.01%
16,473
550
$354K ﹤0.01%
28,918
-225,008
20 21
22
23 24