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
626
$701K ﹤0.01%
+10,994
627
$700K ﹤0.01%
+28,588
628
$700K ﹤0.01%
+8,751
629
$697K ﹤0.01%
+8,750
630
$682K ﹤0.01%
+18,614
631
$677K ﹤0.01%
11,870
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632
$676K ﹤0.01%
14,358
-15,936
633
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+6,486
634
$668K ﹤0.01%
+2,408
635
$668K ﹤0.01%
+2,410
636
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637
$666K ﹤0.01%
+38,984
638
$665K ﹤0.01%
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639
$661K ﹤0.01%
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640
$657K ﹤0.01%
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641
$656K ﹤0.01%
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642
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643
$651K ﹤0.01%
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644
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645
$638K ﹤0.01%
11,623
646
$636K ﹤0.01%
+8,116
647
$636K ﹤0.01%
29,499
+19,000
648
$636K ﹤0.01%
15,598
+2,110
649
$622K ﹤0.01%
20,027
+247
650
$617K ﹤0.01%
5,834
-4,515
24 25
26
27 28