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
576
$1.33M ﹤0.01%
23,622
-1,949
577
$1.32M ﹤0.01%
90,400
+80,400
578
$1.31M ﹤0.01%
39,039
-19,930
579
$1.31M ﹤0.01%
21,110
-2,917
580
$1.3M ﹤0.01%
15,983
+3,317
581
$1.3M ﹤0.01%
26,527
+4,110
582
$1.3M ﹤0.01%
44,037
+8,755
583
$1.29M ﹤0.01%
13,920
+9,830
584
$1.29M ﹤0.01%
4,738
-15
585
$1.29M ﹤0.01%
10,084
-507
586
$1.26M ﹤0.01%
11,955
-2,508
587
$1.26M ﹤0.01%
13,491
-6,380
588
$1.25M ﹤0.01%
14,201
-4,908
589
$1.24M ﹤0.01%
27,629
+945
590
$1.24M ﹤0.01%
24,693
-4,468
591
$1.23M ﹤0.01%
+47,624
592
$1.23M ﹤0.01%
18,265
+43
593
$1.23M ﹤0.01%
38,554
+11,886
594
$1.22M ﹤0.01%
19,215
-3,738
595
$1.21M ﹤0.01%
+58,708
596
$1.21M ﹤0.01%
73,227
+1,350
597
$1.21M ﹤0.01%
+7,032
598
$1.21M ﹤0.01%
30,000
599
$1.21M ﹤0.01%
+7,978
600
$1.2M ﹤0.01%
19,278
+3,730
22 23
24
25 26