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
551
$350K ﹤0.01%
+68,658
552
$348K ﹤0.01%
50,596
+130
553
$347K ﹤0.01%
59,390
+20,740
554
$345K ﹤0.01%
16,504
+1,530
555
$344K ﹤0.01%
11,500
-42,500
556
$344K ﹤0.01%
125,000
557
$342K ﹤0.01%
38,417
558
$340K ﹤0.01%
+20,379
559
$338K ﹤0.01%
9,500
-5,342
560
$335K ﹤0.01%
38,500
561
$332K ﹤0.01%
18,675
+3,415
562
$329K ﹤0.01%
46,970
563
$327K ﹤0.01%
20,000
564
$322K ﹤0.01%
20,037
+2,885
565
$322K ﹤0.01%
20,280
566
$308K ﹤0.01%
+10,200
567
$306K ﹤0.01%
14,467
+25
568
$305K ﹤0.01%
10,740
569
$303K ﹤0.01%
24,172
570
$302K ﹤0.01%
10,477
+481
571
$300K ﹤0.01%
15,230
-131
572
$298K ﹤0.01%
11,500
573
$297K ﹤0.01%
11,930
574
$296K ﹤0.01%
21,532
+4,935
575
$288K ﹤0.01%
10,608
21 22
23
24 25