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
451
$2.74M 0.01%
12,263
452
$2.73M 0.01%
7,720
+207
453
$2.71M 0.01%
39,635
+25
454
$2.69M 0.01%
60,418
+1,863
455
$2.68M 0.01%
142,891
+112,339
456
$2.66M 0.01%
+9,421
457
$2.66M 0.01%
23,460
-2,660
458
$2.65M 0.01%
25,060
+14,066
459
$2.64M 0.01%
+251,754
460
$2.63M 0.01%
19,047
+3,492
461
$2.62M 0.01%
173,509
+14,579
462
$2.62M 0.01%
+12,500
463
$2.6M 0.01%
14,967
-3,934
464
$2.6M 0.01%
41,436
+561
465
$2.59M 0.01%
20,798
+772
466
$2.57M 0.01%
24,877
+7,816
467
$2.57M 0.01%
+520
468
$2.56M 0.01%
12,331
-622
469
$2.52M 0.01%
27,804
+1,051
470
$2.51M 0.01%
36,222
-3,917
471
$2.5M 0.01%
165,246
+89,736
472
$2.49M 0.01%
62,186
+15,824
473
$2.46M 0.01%
20,458
-4,296
474
$2.45M 0.01%
9,592
-380
475
$2.45M 0.01%
20,231
-3,097
17 18
19
20 21