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
501
$2.13M 0.01%
101,475
502
$2.13M 0.01%
22,823
+700
503
$2.12M 0.01%
12,463
+11,100
504
$2.11M 0.01%
5,869
-46
505
$2.1M 0.01%
+195,605
506
$2.1M 0.01%
15,813
+530
507
$2.1M 0.01%
9,383
+1,523
508
$2.08M 0.01%
+200,000
509
$2.08M 0.01%
+200,000
510
$2.07M 0.01%
+200,000
511
$2.05M 0.01%
+5,000
512
$2.04M 0.01%
9,457
+3,013
513
$2.04M 0.01%
40,061
+2,632
514
$2.04M 0.01%
43,744
-10,764
515
$2.04M 0.01%
8,587
-661
516
$2.02M 0.01%
148,835
-139
517
$2M 0.01%
17,488
+13,818
518
$1.99M 0.01%
+77,374
519
$1.98M 0.01%
+27,443
520
$1.96M 0.01%
119,210
-14,268
521
$1.94M 0.01%
85,743
+55
522
$1.91M 0.01%
+56,087
523
$1.86M ﹤0.01%
+184,185
524
$1.85M ﹤0.01%
187,665
+32,606
525
$1.85M ﹤0.01%
12,196
+405
19 20
21
22 23