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
51
$130M 0.63%
3,327,304
+243,265
52
$127M 0.62%
1,003,197
-397,418
53
$126M 0.61%
1,415,750
-87,719
54
$123M 0.6%
2,852,234
+733,193
55
$116M 0.57%
2,105,257
-155,527
56
$114M 0.56%
887,864
+870,814
57
$114M 0.55%
594,559
-72,096
58
$108M 0.53%
9,975,765
-444,068
59
$101M 0.49%
1,658,869
-46,780
60
$100M 0.49%
+1,765,642
61
$97M 0.47%
3,795,024
-776,965
62
$96.9M 0.47%
2,260,529
+905,228
63
$93.4M 0.45%
329,647
-89,665
64
$88.6M 0.43%
4,659,538
-291,859
65
$81.6M 0.4%
1,596,748
-154,825
66
$81M 0.39%
828,779
-9,075
67
$77.9M 0.38%
8,812,322
-456,600
68
$77.6M 0.38%
981,164
-81,284
69
$72.4M 0.35%
2,180,202
-97,668
70
$69M 0.34%
402,022
-101,200
71
$66M 0.32%
223,293
-1,031,991
72
$61.6M 0.3%
344,912
-54,481
73
$59.3M 0.29%
1,947,892
+805,568
74
$58M 0.28%
245,897
-12,772
75
$57.9M 0.28%
1,079,962
-879,796
1 2
3
4 5