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
276
$14.8M 0.04%
342,553
-4,865
277
$14.8M 0.04%
82,863
-4,140
278
$14.7M 0.04%
84,224
-1,671
279
$14.7M 0.04%
188,727
+25,814
280
$14.7M 0.04%
220,689
+184,383
281
$14.7M 0.04%
215,093
-364,387
282
$14.6M 0.04%
86,339
+1,717
283
$14.5M 0.04%
784,237
+67,699
284
$14.4M 0.04%
221,809
+19,608
285
$14.3M 0.04%
348,805
+205,937
286
$14.2M 0.04%
76,308
+5,619
287
$14M 0.04%
879,844
288
$13.9M 0.04%
19,429
-78,121
289
$13.8M 0.04%
233,772
-1,608
290
$13.5M 0.04%
+306,034
291
$13.4M 0.04%
317,697
+22,932
292
$13.2M 0.03%
+75,170
293
$13.1M 0.03%
23,880
-705
294
$13M 0.03%
142,303
+110,896
295
$12.9M 0.03%
170,891
+10,051
296
$12.9M 0.03%
+1,051,666
297
$12.8M 0.03%
75,550
-4,262
298
$12.7M 0.03%
107,482
+9,537
299
$12.7M 0.03%
59,292
+2,885
300
$12.6M 0.03%
582,327
+68,357
10 11
12
13 14