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
201
$21.3M 0.07%
742,940
+63,530
202
$20.6M 0.06%
193,153
+92,757
203
$19.8M 0.06%
146,685
+17,272
204
$19.7M 0.06%
490,664
-8,604
205
$19.4M 0.06%
2,157,453
-207,601
206
$19.3M 0.06%
521,690
+54,520
207
$19.3M 0.06%
85,284
-1,053
208
$19.3M 0.06%
486,420
-7,281
209
$19.2M 0.06%
250,439
-9,376
210
$19.1M 0.06%
335,887
+190,426
211
$19.1M 0.06%
972,036
+176,441
212
$19.1M 0.06%
166,488
-4,529
213
$19M 0.06%
410,907
+205,763
214
$18.9M 0.06%
153,142
+1,669
215
$18.9M 0.06%
320,008
+105,419
216
$18.9M 0.06%
2,576,777
+2,029,082
217
$18.8M 0.06%
44,104
-774
218
$18.7M 0.06%
173,674
+19,303
219
$18.4M 0.06%
126,571
-1,031
220
$18.2M 0.06%
155,727
+79,950
221
$18.1M 0.06%
99,378
-93
222
$17.2M 0.05%
632,187
+65,006
223
$17.1M 0.05%
188,182
+105,477
224
$17.1M 0.05%
271,194
+34,105
225
$17.1M 0.05%
36,022
+3,694
7 8
9
10 11