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
426
$3.37M 0.01%
8,013
-30
427
$3.32M 0.01%
33,602
-582
428
$3.29M 0.01%
+147,843
429
$3.27M 0.01%
16,352
+45
430
$3.24M 0.01%
16,051
+10,060
431
$3.19M 0.01%
55,447
-234
432
$3.16M 0.01%
34,900
-3,384
433
$3.15M 0.01%
+43,639
434
$3.14M 0.01%
18,152
-1,401
435
$3.13M 0.01%
33,976
+15,980
436
$3.11M 0.01%
86,366
+13,212
437
$3.09M 0.01%
83,263
+2,611
438
$3.08M 0.01%
+200,000
439
$3.04M 0.01%
+70,373
440
$3.02M 0.01%
19,926
-899
441
$2.94M 0.01%
52,936
-2,900
442
$2.9M 0.01%
1,304
-1,959
443
$2.9M 0.01%
62,266
+52,203
444
$2.89M 0.01%
79,873
445
$2.87M 0.01%
+250,000
446
$2.85M 0.01%
20,328
-558
447
$2.85M 0.01%
59,516
448
$2.81M 0.01%
13,645
-1,838
449
$2.77M 0.01%
37,731
+4,207
450
$2.77M 0.01%
126,704
-34,113
16 17
18
19 20