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
626
– –
-287
627
– –
-15,662
628
– –
-2,770
629
– –
-14,043
630
– –
-7,149
631
– –
-20,419
632
– –
-11,447
633
– –
-12,156
634
– –
-10,187
635
– –
-10,699
636
– –
-30,000
637
– –
-9,000
638
– –
-6,542
639
– –
-9,752
640
– –
-9,401
641
– –
-5,627
642
– –
-9,811
643
– –
-15,661
644
– –
-7,625
645
– –
-15,975
646
– –
-16,361
647
– –
-59,222
648
– –
-4,325
649
– –
-4,090
650
– –
-39,701
24 25
26
27 28