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
151
$33.9M 0.1%
+194,292
152
$33.1M 0.1%
173,261
+111,779
153
$31.6M 0.1%
125,567
+14,065
154
$31.4M 0.1%
+631,700
155
$30.7M 0.09%
110,537
+47,815
156
$30.5M 0.09%
3,036,350
+826,110
157
$30.3M 0.09%
+867,949
158
$30.2M 0.09%
256,475
+2,829
159
$30M 0.09%
944,058
+927,283
160
$29.7M 0.09%
686,194
+153,957
161
$28.8M 0.09%
1,143,727
+123,649
162
$28.2M 0.09%
571,460
+125,144
163
$28.2M 0.09%
916,455
+149,460
164
$27.8M 0.09%
532,416
+116,137
165
$27.6M 0.08%
1,300,159
+290,340
166
$27.5M 0.08%
+363,759
167
$27.5M 0.08%
828,940
-5,970
168
$27.5M 0.08%
257,861
-2,323
169
$27.5M 0.08%
+208,164
170
$26.9M 0.08%
79,114
+20,190
171
$26.9M 0.08%
75,409
-1,672
172
$26.6M 0.08%
683,541
-18,323
173
$26.5M 0.08%
217,505
-10,914
174
$26.3M 0.08%
262,767
+110,631
175
$25.3M 0.08%
360,704
+211,257
5 6
7
8 9