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
601
$1.19M ﹤0.01%
29,755
602
$1.18M ﹤0.01%
37,731
+2,484
603
$1.18M ﹤0.01%
32,750
-970
604
$1.17M ﹤0.01%
+26,789
605
$1.16M ﹤0.01%
10,179
-924
606
$1.15M ﹤0.01%
5,173
+1,327
607
$1.15M ﹤0.01%
11,670
+904
608
$1.13M ﹤0.01%
17,067
-19,624
609
$1.13M ﹤0.01%
+15,623
610
$1.13M ﹤0.01%
29,109
-13,272
611
$1.13M ﹤0.01%
49,366
+6,000
612
$1.13M ﹤0.01%
7,416
-700
613
$1.12M ﹤0.01%
14,233
-290
614
$1.11M ﹤0.01%
4,134
+500
615
$1.09M ﹤0.01%
13,987
-850
616
$1.08M ﹤0.01%
26,825
+7,290
617
$1.08M ﹤0.01%
16,922
+1,742
618
$1.08M ﹤0.01%
24,952
-8,465
619
$1.07M ﹤0.01%
14,604
-1,430
620
$1.07M ﹤0.01%
8,409
+866
621
$1.07M ﹤0.01%
25,671
-8,839
622
$1.07M ﹤0.01%
17,736
+99
623
$1.06M ﹤0.01%
28,073
+2,673
624
$1.06M ﹤0.01%
15,975
625
$1.06M ﹤0.01%
+100,092
23 24
25
26 27