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
251
$18.1M 0.05%
2,251,753
+1,052,931
252
$17.8M 0.05%
134,776
-2,067
253
$17.3M 0.05%
179,914
-6,617
254
$17.1M 0.05%
237,903
-9,835
255
$17M 0.05%
95,617
-121,888
256
$17M 0.04%
329,266
-4,781
257
$16.8M 0.04%
306,487
-5,108
258
$16.7M 0.04%
153,600
+17,648
259
$16.7M 0.04%
166,653
-4,093
260
$16.6M 0.04%
43,254
-850
261
$16.5M 0.04%
1,737,027
+504,805
262
$16.5M 0.04%
+158,117
263
$16.2M 0.04%
3,570,400
264
$16.1M 0.04%
133,939
-1,645
265
$16M 0.04%
84,905
-751
266
$15.8M 0.04%
108,047
-3,845
267
$15.7M 0.04%
195,488
-8,192
268
$15.4M 0.04%
158,591
+9,338
269
$15.3M 0.04%
97,667
-1,793
270
$15.2M 0.04%
167,844
-3,900
271
$15.2M 0.04%
1,383,537
272
$15.1M 0.04%
51,876
-656
273
$15.1M 0.04%
1,060,000
+64,470
274
$14.9M 0.04%
783,661
+211,999
275
$14.8M 0.04%
288,063
+98,949
9 10
11
12 13