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
201
$13M 0.06%
270,080
-314,707
202
$13M 0.06%
546,510
-167,329
203
$13M 0.06%
194,744
-870,588
204
$12.9M 0.06%
102,653
-49,744
205
$12.7M 0.06%
367,541
-21,943
206
$12.6M 0.06%
63,438
+61,318
207
$12.5M 0.06%
489,103
-3,477
208
$12.3M 0.06%
53,724
-80
209
$12.1M 0.06%
3,570,400
210
$12M 0.06%
157,259
-17,222
211
$12M 0.06%
168,992
-4,436
212
$11.8M 0.06%
214,589
-115,632
213
$11.7M 0.06%
185,482
+79,127
214
$11.6M 0.06%
186,988
-28,596
215
$11.6M 0.06%
762,660
-195,924
216
$11.5M 0.06%
142,518
-1,088
217
$11.4M 0.06%
193,728
+171,840
218
$11.4M 0.06%
137,212
+113,799
219
$11.4M 0.06%
200,239
-176,920
220
$11.2M 0.05%
290,082
-8,274
221
$11.1M 0.05%
119,417
-989
222
$11M 0.05%
169,904
-386,328
223
$11M 0.05%
+150,245
224
$11M 0.05%
+229,114
225
$10.7M 0.05%
+77,649
7 8
9
10 11