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
401
$4.17M 0.01%
+376,697
402
$4.13M 0.01%
36,645
+10,748
403
$4.11M 0.01%
51,390
-14,930
404
$4.07M 0.01%
47,164
-980
405
$4.04M 0.01%
34,481
+170
406
$4.03M 0.01%
400,000
-147,426
407
$4.03M 0.01%
379,844
+186,092
408
$3.97M 0.01%
+71,547
409
$3.95M 0.01%
121,105
410
$3.91M 0.01%
25,186
-2,109
411
$3.9M 0.01%
+350,000
412
$3.89M 0.01%
32,391
-2,707
413
$3.88M 0.01%
39,236
-9,168
414
$3.87M 0.01%
41,521
+5,867
415
$3.87M 0.01%
30,219
+2,904
416
$3.76M 0.01%
46,830
-247
417
$3.72M 0.01%
38,693
+10,116
418
$3.69M 0.01%
24,630
+771
419
$3.68M 0.01%
21,059
+1,270
420
$3.6M 0.01%
29,163
+14,664
421
$3.57M 0.01%
90,150
-4,672
422
$3.55M 0.01%
12,521
-2,045
423
$3.47M 0.01%
21,821
+1,168
424
$3.46M 0.01%
64,872
-31,195
425
$3.37M 0.01%
13,441
+2,893
15 16
17
18 19