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
176
$25.2M 0.08%
419,082
+114,471
177
$25.2M 0.08%
1,007,986
+624,426
178
$25M 0.08%
162,018
-2,208
179
$24.9M 0.08%
285,835
+110,237
180
$24.3M 0.07%
141,577
+1,546
181
$24M 0.07%
+963,650
182
$23.9M 0.07%
262,013
+1,011
183
$23.7M 0.07%
110,909
+34,298
184
$23.7M 0.07%
286,665
-6,399
185
$23.6M 0.07%
231,880
+3,447
186
$23.6M 0.07%
398,793
+196,373
187
$23.5M 0.07%
1,672,637
+200,282
188
$23.2M 0.07%
97,340
+26,772
189
$23.2M 0.07%
128,049
-18,245
190
$23M 0.07%
394,615
-9,079
191
$22.9M 0.07%
216,103
-6,324
192
$22.8M 0.07%
295,743
-217,915
193
$22.6M 0.07%
649,090
+50,017
194
$22.2M 0.07%
237,304
+13,970
195
$22.1M 0.07%
53,506
+38
196
$22.1M 0.07%
188,165
+40,287
197
$21.9M 0.07%
424,038
-9,755
198
$21.9M 0.07%
221,787
-5,442
199
$21.3M 0.07%
+608,778
200
$21.3M 0.07%
2,833,062
+512,120
6 7
8
9 10