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
301
$12.6M 0.03%
53,085
-16
302
$12.6M 0.03%
133,962
-4,134
303
$12.6M 0.03%
+214,609
304
$12.4M 0.03%
78,109
-1,743
305
$12.4M 0.03%
47,741
-1,108
306
$12.3M 0.03%
193,464
+185,349
307
$12.2M 0.03%
209,147
+26,969
308
$12M 0.03%
+1,325,627
309
$12M 0.03%
356,523
+2,954
310
$11.7M 0.03%
135,686
+40,411
311
$11.6M 0.03%
318,723
-2,012
312
$11.5M 0.03%
+700,000
313
$11.4M 0.03%
87,592
-2,029
314
$11.2M 0.03%
254,890
+10,830
315
$11.1M 0.03%
660,967
+22,866
316
$11.1M 0.03%
769,492
-342,377
317
$10.9M 0.03%
20,479
-307
318
$10.9M 0.03%
159,525
+70,186
319
$10.9M 0.03%
22,626
+1,202
320
$10.8M 0.03%
72,484
-3,063
321
$10.7M 0.03%
134,915
+1,130
322
$10.7M 0.03%
+1,000,000
323
$10.7M 0.03%
+1,000,000
324
$10.6M 0.03%
74,970
+5,506
325
$10.4M 0.03%
+605,710
11 12
13
14 15