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
151
$19.2M 0.09%
171,017
+31,598
152
$18.3M 0.09%
+260,559
153
$18.2M 0.09%
237,089
-14,724
154
$17.9M 0.09%
304,611
-21,738
155
$17.9M 0.09%
679,410
-21,160
156
$17.8M 0.09%
1,244,363
-1,050,569
157
$17.8M 0.09%
70,568
-140,321
158
$17.6M 0.09%
1,020,078
+177,865
159
$17.5M 0.08%
94,725
-160,168
160
$17.4M 0.08%
129,413
-6,503
161
$17.3M 0.08%
+493,701
162
$17.3M 0.08%
499,268
-4,076
163
$17.3M 0.08%
223,334
-5,501
164
$16.9M 0.08%
259,815
-3,705
165
$16.7M 0.08%
147,878
-104,845
166
$16.6M 0.08%
467,170
-133,915
167
$16.6M 0.08%
44,878
-961
168
$16.3M 0.08%
127,602
-6,699
169
$16.1M 0.08%
138,507
-2,960
170
$16M 0.08%
205,368
-4,852
171
$15.9M 0.08%
163,498
-8,603
172
$15.8M 0.08%
222,000
-1,947,060
173
$15.7M 0.08%
99,471
+49,420
174
$15.7M 0.08%
183,870
-74,580
175
$15.6M 0.08%
111,502
-29,699
5 6
7
8 9