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
726
$403K ﹤0.01%
+30,354
727
$401K ﹤0.01%
+415
728
$399K ﹤0.01%
+9,882
729
$396K ﹤0.01%
+100,000
730
$394K ﹤0.01%
+2,532
731
$394K ﹤0.01%
+8,115
732
$390K ﹤0.01%
+625
733
$384K ﹤0.01%
23,572
+8,611
734
$375K ﹤0.01%
12,912
-1,555
735
$371K ﹤0.01%
+5,586
736
$369K ﹤0.01%
16,545
+72
737
$368K ﹤0.01%
+3,448
738
$368K ﹤0.01%
+4,255
739
$365K ﹤0.01%
20,000
740
$364K ﹤0.01%
+24,500
741
$364K ﹤0.01%
+7,425
742
$361K ﹤0.01%
10,586
-110
743
$360K ﹤0.01%
38,500
744
$360K ﹤0.01%
+2,830
745
$358K ﹤0.01%
+2,344
746
$354K ﹤0.01%
38,417
747
$351K ﹤0.01%
59,390
748
$348K ﹤0.01%
10,146
-700
749
$343K ﹤0.01%
11,930
750
$342K ﹤0.01%
+12,423
28 29
30
31 32