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
376
$5.55M 0.01%
+483,050
377
$5.46M 0.01%
62,298
+17,798
378
$5.41M 0.01%
124,895
-53,369
379
$5.29M 0.01%
51,992
+16,723
380
$5.17M 0.01%
24,446
381
$5.14M 0.01%
113,100
-17,000
382
$5.13M 0.01%
51,099
+79
383
$5.03M 0.01%
33,248
+11,247
384
$4.98M 0.01%
589,479
-1,154,365
385
$4.85M 0.01%
51,049
+877
386
$4.83M 0.01%
22,785
+1,001
387
$4.82M 0.01%
526,289
-302,579
388
$4.8M 0.01%
56,469
-12,038
389
$4.76M 0.01%
157,452
+24,321
390
$4.73M 0.01%
118,619
-22,109
391
$4.61M 0.01%
173,010
+925
392
$4.57M 0.01%
299,672
+66,347
393
$4.55M 0.01%
47,309
+15,328
394
$4.39M 0.01%
15,281
+114
395
$4.38M 0.01%
75,080
-196,114
396
$4.34M 0.01%
15,899
+348
397
$4.33M 0.01%
500,000
-1,752,257
398
$4.3M 0.01%
46,946
-206
399
$4.29M 0.01%
57,770
-24,181
400
$4.29M 0.01%
100,322
+6,556
14 15
16
17 18