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
526
$1.83M ﹤0.01%
6,891
+2,314
527
$1.83M ﹤0.01%
52,107
-8,411
528
$1.83M ﹤0.01%
14,467
+10,304
529
$1.82M ﹤0.01%
12,336
+1,605
530
$1.82M ﹤0.01%
61,651
-453
531
$1.78M ﹤0.01%
21,438
+3,964
532
$1.77M ﹤0.01%
40,507
533
$1.74M ﹤0.01%
37,088
+13,769
534
$1.74M ﹤0.01%
73,723
-1,780
535
$1.73M ﹤0.01%
+18,308
536
$1.71M ﹤0.01%
6,280
+101
537
$1.7M ﹤0.01%
+150,000
538
$1.68M ﹤0.01%
19,427
-962
539
$1.68M ﹤0.01%
11,430
-112
540
$1.67M ﹤0.01%
+3,278
541
$1.67M ﹤0.01%
18,008
-9,065
542
$1.67M ﹤0.01%
13,752
-1,224
543
$1.66M ﹤0.01%
36,972
-1,350
544
$1.65M ﹤0.01%
26,325
-3,241
545
$1.63M ﹤0.01%
20,869
-418
546
$1.62M ﹤0.01%
27,789
+1,979
547
$1.6M ﹤0.01%
+90,000
548
$1.59M ﹤0.01%
37,527
+15,168
549
$1.58M ﹤0.01%
37,865
+965
550
$1.56M ﹤0.01%
92,318
+3,472
20 21
22
23 24