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
101
$73.3M 0.22%
3,731,115
-928,423
102
$72.4M 0.22%
12,101,638
+3,289,316
103
$71.4M 0.22%
569,732
+20,844
104
$70.2M 0.22%
834,117
+584,364
105
$69.6M 0.21%
+1,160,979
106
$69.3M 0.21%
766,148
+452,266
107
$69.3M 0.21%
272,851
+26,954
108
$67.2M 0.21%
938,221
+897,067
109
$66.8M 0.2%
174,462
+149,439
110
$66.1M 0.2%
+200,624
111
$65.4M 0.2%
288,244
+221,673
112
$64.8M 0.2%
926,031
+805,193
113
$64.5M 0.2%
+185,183
114
$60.6M 0.19%
185,332
+83,652
115
$60.3M 0.18%
+185,016
116
$59.4M 0.18%
1,397,216
+520,910
117
$59.1M 0.18%
270,016
+175,291
118
$58.9M 0.18%
1,453,189
+293,064
119
$58.1M 0.18%
251,323
+27,094
120
$57.1M 0.18%
1,359,249
-901,280
121
$56M 0.17%
+2,395,636
122
$54.6M 0.17%
+200,577
123
$53.9M 0.17%
390,515
+107,553
124
$50.8M 0.16%
4,524,775
+902,661
125
$50.1M 0.15%
1,957,353
+373,162
3 4
5
6 7