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
51
$192M 0.59%
2,265,640
+2,043,640
52
$180M 0.55%
1,538,247
+232,314
53
$172M 0.53%
4,786,084
+626,697
54
$169M 0.52%
531,808
+393,430
55
$166M 0.51%
2,076,576
+1,660,534
56
$158M 0.48%
930,641
+106,946
57
$158M 0.48%
1,087,220
+199,356
58
$157M 0.48%
434,063
+406,628
59
$148M 0.45%
9,383,266
+538,277
60
$147M 0.45%
+632,238
61
$142M 0.43%
2,271,755
+506,113
62
$140M 0.43%
2,351,563
+246,306
63
$139M 0.42%
434,981
+306,618
64
$133M 0.41%
1,897,315
+238,446
65
$133M 0.41%
617,230
+22,671
66
$129M 0.4%
328,161
+311,681
67
$128M 0.39%
+544,059
68
$124M 0.38%
9,156,360
+8,518,480
69
$123M 0.38%
404,569
+74,922
70
$122M 0.37%
1,460,812
+1,266,068
71
$120M 0.37%
612,070
+499,782
72
$117M 0.36%
3,410,202
+557,968
73
$114M 0.35%
679,009
+638,009
74
$113M 0.35%
1,570,035
+154,285
75
$113M 0.35%
20,911,138
-1,411,365
1 2
3
4 5