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
$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
1
$1.8B 5.5%
11,420,340
+3,789,060
2
$1.67B 5.1%
7,924,225
+2,610,267
3
$1.61B 4.94%
13,771,292
+3,858,428
4
$605M 1.85%
3,024,953
+523,362
5
$575M 1.76%
3,012,744
+689,522
6
$492M 1.51%
1,579,134
+321,008
7
$489M 1.5%
1,107,720
+427,229
8
$489M 1.5%
996,456
+412,566
9
$470M 1.44%
6,412,080
+2,512,460
10
$469M 1.44%
1,690,406
+459,661
11
$446M 1.37%
2,996,831
+422,574
12
$441M 1.35%
6,007,420
+356,620
13
$438M 1.34%
4,546,922
+1,685,017
14
$428M 1.31%
3,936,633
+1,855,718
15
$385M 1.18%
3,275,797
+418,994
16
$385M 1.18%
1,954,705
+565,657
17
$364M 1.12%
6,974,617
+3,937,002
18
$362M 1.11%
915,019
+529,614
19
$347M 1.06%
1,027,019
+803,726
20
$330M 1.01%
1,366,056
+695,284
21
$329M 1.01%
2,237,626
+311,876
22
$327M 1%
2,359,320
+320,496
23
$327M 1%
1,635,597
+629,903
24
$317M 0.97%
1,917,253
+808,118
25
$313M 0.96%
6,781,683
+1,849,897
1
2 3 4 5