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
826
$229K ﹤0.01%
+1,562
827
$227K ﹤0.01%
+4,827
828
$219K ﹤0.01%
+4,325
829
$219K ﹤0.01%
+4,141
830
$214K ﹤0.01%
+1,363
831
$214K ﹤0.01%
+6,178
832
$212K ﹤0.01%
+11,780
833
$211K ﹤0.01%
+2,530
834
$210K ﹤0.01%
+2,127
835
$209K ﹤0.01%
+4,825
836
$209K ﹤0.01%
+3,450
837
$209K ﹤0.01%
+1,304
838
$207K ﹤0.01%
+5,655
839
$206K ﹤0.01%
+30,000
840
$205K ﹤0.01%
+7,443
841
$205K ﹤0.01%
+30,000
842
$204K ﹤0.01%
+1,995
843
$203K ﹤0.01%
+3,355
844
$202K ﹤0.01%
+4,025
845
$201K ﹤0.01%
+2,460
846
$197K ﹤0.01%
+20,884
847
$166K ﹤0.01%
+12,364
848
$149K ﹤0.01%
+10,504
849
$149K ﹤0.01%
+15,060
850
$147K ﹤0.01%
+500
32 33
34
35 36