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
526
$1.22M ﹤0.01%
42,381
+11,662
527
$1.2M ﹤0.01%
29,173
+10,819
528
$1.18M ﹤0.01%
38,322
+4,824
529
$1.18M ﹤0.01%
+367,464
530
$1.17M ﹤0.01%
+33,417
531
$1.17M ﹤0.01%
11,103
+326
532
$1.17M ﹤0.01%
+18,222
533
$1.16M ﹤0.01%
+6,451
534
$1.16M ﹤0.01%
26,684
-1,954
535
$1.16M ﹤0.01%
+44,069
536
$1.15M ﹤0.01%
+36,860
537
$1.15M ﹤0.01%
+40,507
538
$1.11M ﹤0.01%
+17,061
539
$1.11M ﹤0.01%
75,091
+12,205
540
$1.1M ﹤0.01%
16,034
-1,450
541
$1.1M ﹤0.01%
22,413
-10,710
542
$1.09M ﹤0.01%
+18,447
543
$1.09M ﹤0.01%
41,166
+11,245
544
$1.08M ﹤0.01%
11,752
-4,242
545
$1.07M ﹤0.01%
+16,167
546
$1.06M ﹤0.01%
36,956
+6,011
547
$1.06M ﹤0.01%
+61,352
548
$1.05M ﹤0.01%
14,523
-2,323
549
$1.04M ﹤0.01%
+18,480
550
$1.04M ﹤0.01%
+39,582
20 21
22
23 24