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
676
$527K ﹤0.01%
+6,300
677
$524K ﹤0.01%
+4,629
678
$520K ﹤0.01%
27,444
-11,961
679
$520K ﹤0.01%
+4,934
680
$512K ﹤0.01%
+1,804
681
$510K ﹤0.01%
+16,352
682
$508K ﹤0.01%
19,451
-2,640
683
$503K ﹤0.01%
+10,080
684
$499K ﹤0.01%
63,600
685
$497K ﹤0.01%
+6,540
686
$491K ﹤0.01%
+15,975
687
$489K ﹤0.01%
+21,336
688
$488K ﹤0.01%
+4,408
689
$480K ﹤0.01%
11,149
690
$479K ﹤0.01%
+9,850
691
$470K ﹤0.01%
+10,092
692
$469K ﹤0.01%
19,154
-439
693
$467K ﹤0.01%
+2,812
694
$461K ﹤0.01%
+5,903
695
$460K ﹤0.01%
12,000
696
$458K ﹤0.01%
+5,832
697
$454K ﹤0.01%
+22,136
698
$453K ﹤0.01%
+2,905
699
$452K ﹤0.01%
30,552
+10,515
700
$451K ﹤0.01%
+17,841
26 27
28
29 30