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
601
$781K ﹤0.01%
+3,634
602
$779K ﹤0.01%
+9,498
603
$778K ﹤0.01%
+5,540
604
$776K ﹤0.01%
+6,370
605
$772K ﹤0.01%
12,203
+338
606
$771K ﹤0.01%
+19,442
607
$770K ﹤0.01%
25,462
-70
608
$770K ﹤0.01%
+115,651
609
$768K ﹤0.01%
22,359
-3,230
610
$766K ﹤0.01%
+15,548
611
$765K ﹤0.01%
+15,689
612
$750K ﹤0.01%
+6,734
613
$748K ﹤0.01%
14,713
+2,330
614
$746K ﹤0.01%
34,435
+5,858
615
$739K ﹤0.01%
+19,063
616
$737K ﹤0.01%
+7,867
617
$736K ﹤0.01%
+5,001
618
$733K ﹤0.01%
+4,131
619
$729K ﹤0.01%
+28,975
620
$728K ﹤0.01%
+7,112
621
$727K ﹤0.01%
+12,645
622
$712K ﹤0.01%
+12,974
623
$709K ﹤0.01%
+12,342
624
$707K ﹤0.01%
19,284
+144
625
$705K ﹤0.01%
+11,088
23 24
25
26 27