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
726
– –
-31,795
727
– –
-6,997
728
– –
-9,000
729
– –
-10,000
730
– –
-16,712
731
– –
-11,400
732
– –
-10,394
733
– –
-18,434
734
– –
-39,774
735
– –
-5,456
736
– –
-16,560
737
– –
-11,413
738
– –
-28,975
739
– –
-100,000
740
– –
-12,378
741
– –
-349,912
742
– –
-4,589
743
– –
-7,765
744
– –
-1,087
745
– –
-28,826
746
– –
-25,084
747
– –
-16,618
748
– –
-3,407
749
– –
-8,313
750
– –
-883,431
28 29
30
31 32