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
651
$615K ﹤0.01%
+12,200
652
$607K ﹤0.01%
12,174
653
$606K ﹤0.01%
+7,868
654
$603K ﹤0.01%
+5,073
655
$603K ﹤0.01%
+25,175
656
$598K ﹤0.01%
+15,504
657
$598K ﹤0.01%
17,410
-9,596
658
$594K ﹤0.01%
+10,090
659
$590K ﹤0.01%
14,481
660
$588K ﹤0.01%
44,470
+6,776
661
$586K ﹤0.01%
+40,720
662
$583K ﹤0.01%
+35,925
663
$573K ﹤0.01%
14,739
-944
664
$567K ﹤0.01%
+5,442
665
$560K ﹤0.01%
+7,625
666
$557K ﹤0.01%
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667
$551K ﹤0.01%
21,086
-199
668
$549K ﹤0.01%
27,336
-1,000
669
$548K ﹤0.01%
19,535
-23,350
670
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+6,150
671
$537K ﹤0.01%
21,000
+5,754
672
$536K ﹤0.01%
17,910
-600
673
$533K ﹤0.01%
+5,181
674
$531K ﹤0.01%
+7,761
675
$530K ﹤0.01%
+9,236
25 26
27
28 29