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
126
$24.9M 0.12%
184,615
-43,463
127
$24.9M 0.12%
416,279
-171,681
128
$24.6M 0.12%
164,226
-4,606
129
$24.3M 0.12%
228,419
+3,891
130
$24.2M 0.12%
261,002
-12,215
131
$24.2M 0.12%
1,009,596
+224,608
132
$24.1M 0.12%
+513,974
133
$24M 0.12%
2,320,942
+750,000
134
$23.2M 0.11%
132,505
-56,694
135
$22.9M 0.11%
227,229
-2,455
136
$22.8M 0.11%
293,064
-2,986
137
$22.7M 0.11%
446,316
+295,539
138
$22.4M 0.11%
723,510
-368,162
139
$22.2M 0.11%
222,427
-1,904
140
$21.8M 0.11%
146,294
-7,414
141
$21.7M 0.11%
249,753
-539,633
142
$21.6M 0.1%
766,995
-176,745
143
$21.4M 0.1%
58,924
-24,099
144
$21.4M 0.1%
433,793
-9,403
145
$21.3M 0.1%
532,237
-167,645
146
$21.2M 0.1%
280,789
-997,176
147
$20.7M 0.1%
53,468
-2,378
148
$20.4M 0.1%
406,961
-23,427
149
$19.9M 0.1%
228,433
-11,434
150
$19.6M 0.1%
112,288
-200,567
4 5
6
7 8