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
801
$262K ﹤0.01%
+6,550
802
$261K ﹤0.01%
+16,530
803
$257K ﹤0.01%
+17,000
804
$256K ﹤0.01%
+9,278
805
$255K ﹤0.01%
+6,589
806
$254K ﹤0.01%
+3,762
807
$252K ﹤0.01%
10,260
-217
808
$252K ﹤0.01%
+2,653
809
$251K ﹤0.01%
+5,144
810
$250K ﹤0.01%
25,402
811
$249K ﹤0.01%
+8,620
812
$249K ﹤0.01%
+3,973
813
$249K ﹤0.01%
+2,375
814
$249K ﹤0.01%
18,000
-15,395
815
$248K ﹤0.01%
+1,762
816
$246K ﹤0.01%
+5,320
817
$242K ﹤0.01%
+2,633
818
$240K ﹤0.01%
+1,720
819
$239K ﹤0.01%
25,900
820
$238K ﹤0.01%
+4,671
821
$238K ﹤0.01%
+3,017
822
$237K ﹤0.01%
+1,461
823
$233K ﹤0.01%
+4,397
824
$232K ﹤0.01%
+12,650
825
$229K ﹤0.01%
+9,529
31 32
33
34 35