CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
1
$1.08B 5.26%
5,313,958
-2,169,939
2
$1.05B 5.12%
7,631,280
-3,194,200
3
$904M 4.39%
9,912,864
-4,673,488
4
$483M 2.35%
2,501,591
-573,429
5
$399M 1.94%
5,650,800
-416,880
6
$371M 1.8%
1,258,126
-128,152
7
$364M 1.77%
2,323,222
-801,082
8
$362M 1.76%
2,574,257
-143,531
9
$349M 1.7%
1,895,699
-1,501
10
$325M 1.58%
6,963,248
-285,320
11
$308M 1.5%
1,230,745
-200,759
12
$302M 1.47%
16,603,940
+153,258
13
$276M 1.34%
3,899,620
-771,160
14
$270M 1.31%
2,038,824
-163,314
15
$269M 1.31%
2,861,905
-1,361,211
16
$261M 1.27%
2,856,803
-62,879
17
$258M 1.25%
1,925,750
-776,355
18
$254M 1.24%
583,890
-405,504
19
$247M 1.2%
680,491
-338,893
20
$242M 1.18%
2,325,559
-440,178
21
$235M 1.14%
1,389,048
-301,674
22
$233M 1.13%
1,610,478
-256,039
23
$221M 1.08%
1,485,668
-56,948
24
$214M 1.04%
2,195,865
-527,388
25
$211M 1.03%
388,087
-12,830
1
2 3 4 5