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
126
$48.4M 0.15%
+834,077
127
$47.7M 0.15%
268,759
-3,189
128
$47.4M 0.15%
379,074
+346,740
129
$47.2M 0.14%
1,614,659
-333,233
130
$46.3M 0.14%
296,600
+238,640
131
$46.2M 0.14%
272,507
+54,699
132
$45.8M 0.14%
602,106
+41,691
133
$44.9M 0.14%
+181,855
134
$44.8M 0.14%
126,376
+38,774
135
$44.2M 0.14%
+1,236,587
136
$44.2M 0.14%
1,632,392
+622,796
137
$44M 0.13%
119,150
+79,495
138
$43M 0.13%
2,430,932
+2,002,514
139
$42.4M 0.13%
1,841,300
+1,045,736
140
$42.2M 0.13%
1,624,052
-556,150
141
$40.8M 0.12%
881,443
-243,895
142
$40.4M 0.12%
645,125
+205,250
143
$38.4M 0.12%
32,631
-7,636
144
$38.4M 0.12%
234,322
+49,707
145
$37.7M 0.12%
765,213
+56,574
146
$37.7M 0.12%
196,198
+63,693
147
$37.4M 0.11%
1,084,625
+361,115
148
$36.7M 0.11%
792,192
-37,995
149
$35.7M 0.11%
673,415
+403,335
150
$33.9M 0.1%
579,480
+409,576
4 5
6
7 8