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
751
$341K ﹤0.01%
+1,555
752
$341K ﹤0.01%
+10,675
753
$341K ﹤0.01%
+21,718
754
$340K ﹤0.01%
+26,441
755
$340K ﹤0.01%
18,675
756
$339K ﹤0.01%
26,770
-34,764
757
$339K ﹤0.01%
+3,488
758
$338K ﹤0.01%
5,580
-14,682
759
$338K ﹤0.01%
5,772
-5,999
760
$338K ﹤0.01%
125,000
761
$333K ﹤0.01%
16,376
-128
762
$333K ﹤0.01%
10,200
763
$333K ﹤0.01%
+4,155
764
$331K ﹤0.01%
4,090
-6,443
765
$328K ﹤0.01%
+65,005
766
$327K ﹤0.01%
28,714
-200,000
767
$324K ﹤0.01%
+3,670
768
$321K ﹤0.01%
10,740
769
$320K ﹤0.01%
24,172
770
$319K ﹤0.01%
+3,967
771
$319K ﹤0.01%
10,909
772
$315K ﹤0.01%
11,500
773
$314K ﹤0.01%
+3,792
774
$313K ﹤0.01%
20,147
+4,872
775
$309K ﹤0.01%
+6,265
29 30
31
32 33