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
76
$110M 0.34%
340,983
+121,321
77
$105M 0.32%
1,228,281
+875,035
78
$101M 0.31%
1,813,799
+733,837
79
$99.5M 0.3%
1,267,659
+986,870
80
$97.6M 0.3%
+349,133
81
$96.5M 0.3%
1,096,479
+648,886
82
$92M 0.28%
434,468
+89,556
83
$91.5M 0.28%
1,780,656
+1,014,046
84
$89.9M 0.28%
9,929,378
-46,387
85
$88M 0.27%
1,112,363
+560,179
86
$87.8M 0.27%
4,020,513
+225,489
87
$87.3M 0.27%
1,012,692
+31,528
88
$86.2M 0.26%
581,941
+202,001
89
$85.7M 0.26%
3,804,040
+3,780,334
90
$85.6M 0.26%
463,211
+61,189
91
$82.3M 0.25%
956,534
+127,755
92
$81.9M 0.25%
466,604
+168,154
93
$80.8M 0.25%
+343,476
94
$80.4M 0.25%
241,296
+82,553
95
$79.9M 0.24%
353,825
+195,222
96
$79.7M 0.24%
296,682
+283,961
97
$79.2M 0.24%
307,273
+177,771
98
$79.2M 0.24%
517,707
+133,808
99
$77.1M 0.24%
951,334
+751,095
100
$74.2M 0.23%
+97,550
2 3
4
5 6