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
$37.8B
AUM Growth
+$5.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,026
New
Increased
Reduced
Closed

Top Buys

1
+$185M
2
+$179M
3
+$156M
4
SPGI icon
S&P Global
SPGI
+$135M
5
GS icon
Goldman Sachs
GS
+$91.9M

Top Sells

1
+$137M
2
+$104M
3
+$95.3M
4
CMCSA icon
Comcast
CMCSA
+$69.8M
5
ROP icon
Roper Technologies
ROP
+$60.1M

Sector Composition

1 Technology 24.61%
2 Healthcare 14.53%
3 Financials 13.21%
4 Consumer Discretionary 10.66%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21.2M 0.06%
153,765
+7,080
227
$21.2M 0.06%
753,001
-567
228
$21.1M 0.06%
359,432
+39,424
229
$21.1M 0.06%
84,366
-918
230
$21M 0.06%
132,283
+45,866
231
$20.9M 0.06%
172,801
+9,562
232
$20.8M 0.06%
142,308
-31,366
233
$20.7M 0.05%
6,798,673
+1,506,379
234
$20.6M 0.05%
223,406
+177,849
235
$20.4M 0.05%
154,728
-2,006
236
$20.4M 0.05%
233,511
-3,793
237
$20.3M 0.05%
1,485,768
+995,005
238
$20.2M 0.05%
142,725
+101
239
$20.2M 0.05%
10,294,843
+3,244,370
240
$20.1M 0.05%
520,836
+143,579
241
$19.9M 0.05%
158,566
-3,235
242
$19.8M 0.05%
657,472
+454,983
243
$19.8M 0.05%
332,638
+33,974
244
$19.6M 0.05%
1,648,975
+372,466
245
$19.6M 0.05%
98,218
-1,160
246
$19.6M 0.05%
97,812
+96,257
247
$19.1M 0.05%
125,222
-1,349
248
$18.8M 0.05%
113,991
-3,673
249
$18.2M 0.05%
280,755
-5,559
250
$18.1M 0.05%
121,546
-4,096
8 9
10
11 12