CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
26
$361M 0.96%
8,075,796
+126,221
27
$353M 0.93%
2,378,736
+19,416
28
$334M 0.88%
775,551
-139,468
29
$330M 0.87%
1,525,330
-110,267
30
$321M 0.85%
2,269,353
+31,727
31
$311M 0.82%
1,387,320
+21,264
32
$307M 0.81%
1,165,399
+35,352
33
$306M 0.81%
1,887,586
+433
34
$303M 0.8%
2,661,617
+114,753
35
$288M 0.76%
1,589,897
+30,751
36
$286M 0.75%
5,448,989
-1,332,694
37
$282M 0.75%
1,150,774
+18,018
38
$282M 0.74%
390,223
-63,092
39
$281M 0.74%
3,648,060
+187,296
40
$281M 0.74%
14,357,623
-1,740,833
41
$277M 0.73%
843,495
+409,432
42
$270M 0.71%
2,306,026
+26,147
43
$266M 0.7%
3,724,349
+81,579
44
$266M 0.7%
4,547,416
+145,812
45
$261M 0.69%
1,590,171
+46,362
46
$242M 0.64%
2,049,994
+73,707
47
$240M 0.63%
5,147,149
+361,065
48
$236M 0.62%
4,723,746
+942,954
49
$233M 0.62%
1,577,619
+39,372
50
$232M 0.61%
1,316,067
-312,765
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