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
476
$2.41M 0.01%
27,901
+1,630
477
$2.4M 0.01%
39,946
-354,669
478
$2.39M 0.01%
44,436
-2,585
479
$2.39M 0.01%
16,439
-1,013
480
$2.34M 0.01%
+99,537
481
$2.32M 0.01%
161,455
-44,007
482
$2.3M 0.01%
32,908
-2,184
483
$2.3M 0.01%
23,485
+719
484
$2.28M 0.01%
51,426
+22,253
485
$2.27M 0.01%
34,362
+10,675
486
$2.27M 0.01%
36,368
-12,781
487
$2.25M 0.01%
15,588
-32
488
$2.25M 0.01%
+10,609
489
$2.25M 0.01%
15,085
-417
490
$2.24M 0.01%
36,860
491
$2.23M 0.01%
12,468
-13,346
492
$2.18M 0.01%
73,285
+1,903
493
$2.18M 0.01%
+200,000
494
$2.18M 0.01%
88,597
+54,162
495
$2.17M 0.01%
5,713
+174
496
$2.16M 0.01%
+200,000
497
$2.15M 0.01%
19,796
-2,081
498
$2.15M 0.01%
44,227
+2,726
499
$2.15M 0.01%
+4,000
500
$2.13M 0.01%
12,103
-18,696
18 19
20
21 22