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
851
$142K ﹤0.01%
+14,058
852
$137K ﹤0.01%
+11,135
853
$125K ﹤0.01%
+10,046
854
$122K ﹤0.01%
+45,000
855
$121K ﹤0.01%
+17,676
856
$108K ﹤0.01%
+79,661
857
$102K ﹤0.01%
+13,910
858
$100K ﹤0.01%
+3,702
859
$90K ﹤0.01%
+12,000
860
$84K ﹤0.01%
+11,040
861
$80K ﹤0.01%
+12
862
$78K ﹤0.01%
+34,500
863
$77K ﹤0.01%
+2,433
864
$73K ﹤0.01%
+16,337
865
$72K ﹤0.01%
+12,000
866
$58K ﹤0.01%
+100
867
$57K ﹤0.01%
+151
868
$55K ﹤0.01%
+10,000
869
$54K ﹤0.01%
+13,574
870
$49K ﹤0.01%
+1,000
871
$46K ﹤0.01%
+10,000
872
$42K ﹤0.01%
+11,032
873
$41K ﹤0.01%
+23
874
$37K ﹤0.01%
+10,000
875
$8K ﹤0.01%
+15,335
33 34
35
36 37