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
551
$1.55M ﹤0.01%
30,402
-9,619
552
$1.55M ﹤0.01%
19,540
+1,060
553
$1.54M ﹤0.01%
28,794
-957
554
$1.52M ﹤0.01%
6,990
+4,615
555
$1.51M ﹤0.01%
20,941
-909
556
$1.49M ﹤0.01%
72,609
+17,841
557
$1.49M ﹤0.01%
75,366
+275
558
$1.48M ﹤0.01%
29,649
+10,198
559
$1.47M ﹤0.01%
17,798
-530
560
$1.46M ﹤0.01%
17,492
+1,325
561
$1.45M ﹤0.01%
61,739
+387
562
$1.45M ﹤0.01%
32,615
563
$1.44M ﹤0.01%
26,275
+479
564
$1.44M ﹤0.01%
34,893
-13,759
565
$1.41M ﹤0.01%
6,415
-36
566
$1.4M ﹤0.01%
23,250
+10,276
567
$1.4M ﹤0.01%
251
+18
568
$1.38M ﹤0.01%
22,413
569
$1.36M ﹤0.01%
23,377
-1,484
570
$1.36M ﹤0.01%
+13,558
571
$1.36M ﹤0.01%
+39,608
572
$1.36M ﹤0.01%
154,318
+38,667
573
$1.34M ﹤0.01%
36,365
-591
574
$1.34M ﹤0.01%
37,990
-1,592
575
$1.33M ﹤0.01%
26,748
+987
21 22
23
24 25