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
176
$15.5M 0.08%
266,074
+261,647
177
$15.5M 0.08%
66,571
-248,208
178
$15.5M 0.08%
62,722
-48,589
179
$15.3M 0.07%
175,598
-81,968
180
$15.3M 0.07%
795,595
+127,865
181
$15.1M 0.07%
130,493
-19,612
182
$15.1M 0.07%
+86,337
183
$14.9M 0.07%
+76,611
184
$14.7M 0.07%
151,473
-6,949
185
$14.6M 0.07%
+359,887
186
$14.6M 0.07%
39,655
-23,319
187
$14.6M 0.07%
2,365,054
+637,132
188
$14.5M 0.07%
152,136
-6,992
189
$14.4M 0.07%
2,222,729
-673,574
190
$14.3M 0.07%
32,328
+6,596
191
$14.3M 0.07%
144,911
-1,246
192
$14.2M 0.07%
154,371
+26,690
193
$14.2M 0.07%
159,165
-79,082
194
$14.1M 0.07%
567,181
+103,948
195
$13.8M 0.07%
339,955
-4,051
196
$13.5M 0.07%
157,743
-11,056
197
$13.5M 0.07%
91,255
-2,671
198
$13.4M 0.07%
121,738
+33,821
199
$13.2M 0.06%
78,029
-8,937
200
$13.1M 0.06%
896,490
+336,622
6 7
8
9 10