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
101
$33.8M 0.16%
282,962
-123,509
102
$33.1M 0.16%
830,187
-19,428
103
$31.7M 0.15%
708,639
-69,744
104
$29.9M 0.15%
253,646
+1,138
105
$29.7M 0.14%
101,680
-8,186
106
$29.5M 0.14%
1,472,355
-119,012
107
$29.4M 0.14%
129,502
-194,040
108
$29M 0.14%
514,028
+465,632
109
$28.8M 0.14%
416,042
-1,686,712
110
$28.7M 0.14%
795,564
+750,564
111
$27M 0.13%
834,910
-26,230
112
$26.9M 0.13%
140,031
+123,859
113
$26.8M 0.13%
599,073
-111,584
114
$26.8M 0.13%
439,875
-574,625
115
$26.6M 0.13%
313,882
-1,453,082
116
$26.6M 0.13%
87,602
-32,733
117
$26.3M 0.13%
2,621,412
-2,442,561
118
$26M 0.13%
353,246
-1,134,445
119
$25.8M 0.13%
412,265
-544,097
120
$25.7M 0.13%
77,081
-3,958
121
$25.7M 0.12%
403,694
+86,162
122
$25.6M 0.12%
701,864
-6,672
123
$25.3M 0.12%
2,210,240
-456,307
124
$25.2M 0.12%
1,009,819
+918,124
125
$25M 0.12%
+260,184
3 4
5
6 7