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
326
$10.2M 0.03%
+18,605
327
$9.81M 0.03%
61,261
-317,813
328
$9.6M 0.03%
115,946
-3,125
329
$9.46M 0.03%
470,908
-2,351
330
$9.25M 0.02%
70,222
+34,889
331
$9.13M 0.02%
426,990
-138
332
$9.08M 0.02%
114,588
-4,249
333
$9.05M 0.02%
147,376
+73,968
334
$9.03M 0.02%
69,435
+1,928
335
$8.93M 0.02%
31,159
+5,499
336
$8.93M 0.02%
104,952
337
$8.88M 0.02%
101,014
+6,530
338
$8.87M 0.02%
127,260
-4,350
339
$8.8M 0.02%
37,032
+1,208
340
$8.69M 0.02%
215,313
+176,581
341
$8.49M 0.02%
23,579
+8,248
342
$8.37M 0.02%
131,128
+5,096
343
$8.26M 0.02%
760,900
+303,996
344
$8.17M 0.02%
1,223,712
+209,191
345
$8.17M 0.02%
32,254
-288
346
$8.1M 0.02%
4,832
-4,044
347
$7.79M 0.02%
66,617
-4,699
348
$7.6M 0.02%
41,774
-211
349
$7.57M 0.02%
142,591
-2,768
350
$7.53M 0.02%
122,139
-89,824
12 13
14
15 16