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
651
– –
-32,262
652
– –
-5,650
653
– –
-14,130
654
– –
-4,350
655
– –
-3,576
656
– –
-185,875
657
– –
-42,524
658
– –
-10,362
659
– –
-525,300
660
– –
-3,492
661
– –
-18,299
662
– –
-69,892
663
– –
-59,878
664
– –
-16,408
665
– –
-3,981
666
– –
-39,504
667
– –
-9,278
668
– –
-137,604
669
– –
-9,416
670
– –
-16,724
671
– –
-53,484
672
– –
-3,973
673
– –
-66,809
674
– –
-254,721
675
– –
-22,546
25 26
27
28 29