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
351
$7.48M 0.02%
45,403
+8,855
352
$7.42M 0.02%
734,554
-438
353
$7.39M 0.02%
32,555
-1,572
354
$7.37M 0.02%
84,373
+7,697
355
$7.33M 0.02%
12,840
-210
356
$7.23M 0.02%
53,621
-2,150
357
$7.07M 0.02%
188,370
-141,902
358
$7.06M 0.02%
131,151
-6,780
359
$7.03M 0.02%
508,668
-442,008
360
$6.96M 0.02%
84,929
+2,559
361
$6.91M 0.02%
16,918
-386
362
$6.68M 0.02%
28,257
-172,320
363
$6.63M 0.02%
175,711
+4,769
364
$6.6M 0.02%
112,217
-7,503
365
$6.32M 0.02%
29,922
-16,558
366
$6.32M 0.02%
48,073
+19
367
$6.27M 0.02%
57,064
-1,107
368
$6.13M 0.02%
182,744
-4,997
369
$6.07M 0.02%
126,681
-7,586
370
$6.05M 0.02%
+397,858
371
$6.05M 0.02%
232,402
+152,141
372
$5.88M 0.02%
108,760
-522,940
373
$5.86M 0.02%
+548,834
374
$5.78M 0.02%
21,478
+11,459
375
$5.56M 0.01%
52,509
-1,524
13 14
15
16 17