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
$20.6B
AUM Growth
-$2.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
875
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$112M
3
+$100M
4
TRP icon
TC Energy
TRP
+$38.8M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$31.7M

Top Sells

1
+$442M
2
+$441M
3
+$426M
4
MA icon
Mastercard
MA
+$305M
5
ADBE icon
Adobe
ADBE
+$177M

Sector Composition

1 Technology 26.1%
2 Healthcare 13.66%
3 Financials 10.34%
4 Consumer Discretionary 10.29%
5 Energy 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$55.9M 0.27%
383,899
-197,162
77
$55.4M 0.27%
219,662
-166,867
78
$54.4M 0.26%
379,940
-377,546
79
$54.4M 0.26%
1,125,338
-89,984
80
$53.8M 0.26%
548,888
-37,270
81
$53.6M 0.26%
224,229
-46,900
82
$49.2M 0.24%
1,584,191
+76,120
83
$49M 0.24%
158,743
-108,467
84
$48.9M 0.24%
298,450
-70,400
85
$47.8M 0.23%
3,622,114
-1,211,917
86
$46.4M 0.23%
215,271
-403,124
87
$46.1M 0.22%
271,948
-6,685
88
$45.4M 0.22%
40,267
-848
89
$45M 0.22%
1,160,125
-644,064
90
$43.9M 0.21%
447,593
-45,844
91
$42.9M 0.21%
138,378
-422,054
92
$40.7M 0.2%
552,184
-1,297,823
93
$40.4M 0.2%
766,610
-1,033,220
94
$38.8M 0.19%
560,415
-6,431
95
$38.2M 0.19%
128,363
-480,267
96
$37.6M 0.18%
513,658
+205,772
97
$37.4M 0.18%
4,206,511
-4,411,467
98
$34.7M 0.17%
876,306
-489,090
99
$34.1M 0.17%
217,808
-48,184
100
$34.1M 0.17%
158,603
-197,206
2 3
4
5 6