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
776
$309K ﹤0.01%
10,608
777
$307K ﹤0.01%
+17,664
778
$303K ﹤0.01%
+18,146
779
$300K ﹤0.01%
17,582
+2,352
780
$299K ﹤0.01%
+11,400
781
$299K ﹤0.01%
+6,161
782
$298K ﹤0.01%
+3,766
783
$298K ﹤0.01%
+3,030
784
$296K ﹤0.01%
+11,049
785
$295K ﹤0.01%
+287
786
$294K ﹤0.01%
+1,367
787
$293K ﹤0.01%
+11,413
788
$293K ﹤0.01%
+4,350
789
$287K ﹤0.01%
+15,000
790
$286K ﹤0.01%
+5,940
791
$286K ﹤0.01%
+2,845
792
$278K ﹤0.01%
+9,000
793
$277K ﹤0.01%
+1,346
794
$275K ﹤0.01%
+15,081
795
$275K ﹤0.01%
+7,000
796
$275K ﹤0.01%
+13,230
797
$271K ﹤0.01%
+6,546
798
$270K ﹤0.01%
11,425
-2,250
799
$269K ﹤0.01%
+1,490
800
$263K ﹤0.01%
+4,320
30 31
32
33 34