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
701
$451K ﹤0.01%
+4,163
702
$449K ﹤0.01%
10,863
703
$448K ﹤0.01%
+34,608
704
$442K ﹤0.01%
13,967
-285
705
$442K ﹤0.01%
+7,536
706
$441K ﹤0.01%
+4,505
707
$440K ﹤0.01%
32,467
+10,935
708
$439K ﹤0.01%
26,579
+6,200
709
$436K ﹤0.01%
14,896
-30,213
710
$436K ﹤0.01%
+2,370
711
$432K ﹤0.01%
23,905
+10,073
712
$432K ﹤0.01%
+7,173
713
$432K ﹤0.01%
+8,723
714
$431K ﹤0.01%
20,310
715
$429K ﹤0.01%
+5,640
716
$427K ﹤0.01%
+12,341
717
$427K ﹤0.01%
+2,947
718
$415K ﹤0.01%
+13,000
719
$411K ﹤0.01%
+10,063
720
$409K ﹤0.01%
15,635
-20,790
721
$407K ﹤0.01%
+12,135
722
$407K ﹤0.01%
+4,417
723
$403K ﹤0.01%
75,063
+6,405
724
$403K ﹤0.01%
+245,092
725
$403K ﹤0.01%
26,746
-23,630
27 28
29
30 31