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
576
$898K ﹤0.01%
+12,346
577
$894K ﹤0.01%
14,825
+1,505
578
$884K ﹤0.01%
+11,178
579
$874K ﹤0.01%
+7,669
580
$874K ﹤0.01%
22,245
+6,388
581
$873K ﹤0.01%
34,510
-12,711
582
$872K ﹤0.01%
+1,855
583
$867K ﹤0.01%
23,319
+898
584
$867K ﹤0.01%
+29,755
585
$864K ﹤0.01%
27,100
586
$857K ﹤0.01%
707
587
$855K ﹤0.01%
+4,151
588
$854K ﹤0.01%
10,807
+234
589
$844K ﹤0.01%
10,156
-4,398
590
$834K ﹤0.01%
+10,980
591
$831K ﹤0.01%
+8,489
592
$828K ﹤0.01%
+3,846
593
$825K ﹤0.01%
+5,614
594
$824K ﹤0.01%
+7,807
595
$816K ﹤0.01%
+6,444
596
$816K ﹤0.01%
+47,481
597
$815K ﹤0.01%
+7,543
598
$813K ﹤0.01%
15,180
-4,529
599
$802K ﹤0.01%
47,533
+2,606
600
$794K ﹤0.01%
+1,450,764
22 23
24
25 26