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
551
$1.01M ﹤0.01%
+75,510
552
$1.01M ﹤0.01%
10,766
-49,131
553
$1M ﹤0.01%
26,291
+5,813
554
$999K ﹤0.01%
+4,577
555
$986K ﹤0.01%
35,247
+8,000
556
$971K ﹤0.01%
22,953
-5,947
557
$962K ﹤0.01%
+4,753
558
$960K ﹤0.01%
+3
559
$958K ﹤0.01%
10,731
560
$958K ﹤0.01%
35,282
-435
561
$956K ﹤0.01%
54,768
+9,511
562
$955K ﹤0.01%
25,400
+15,900
563
$952K ﹤0.01%
+10,475
564
$946K ﹤0.01%
22,417
+5,091
565
$939K ﹤0.01%
15,543
-5,094
566
$935K ﹤0.01%
+43,366
567
$925K ﹤0.01%
25,761
-18,872
568
$920K ﹤0.01%
+17,637
569
$917K ﹤0.01%
33,168
-6,216
570
$914K ﹤0.01%
+14,837
571
$909K ﹤0.01%
+14,263
572
$903K ﹤0.01%
26,668
-193
573
$902K ﹤0.01%
+12,666
574
$902K ﹤0.01%
71,877
+461
575
$898K ﹤0.01%
15,045
+405
21 22
23
24 25