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
626
$1.05M ﹤0.01%
32,859
+20,436
627
$1.05M ﹤0.01%
6,525
+911
628
$1.05M ﹤0.01%
+100,000
629
$1.04M ﹤0.01%
3
630
$1.04M ﹤0.01%
34,862
+14,963
631
$1.03M ﹤0.01%
21,448
-797
632
$1.03M ﹤0.01%
10,983
-3,650
633
$1.02M ﹤0.01%
63,482
+7,009
634
$1.01M ﹤0.01%
3,981
-150
635
$1M ﹤0.01%
11,510
+3,643
636
$1M ﹤0.01%
23,936
-9,232
637
$999K ﹤0.01%
16,345
+3,700
638
$996K ﹤0.01%
+9,603
639
$986K ﹤0.01%
19,642
+4,903
640
$979K ﹤0.01%
11,795
+815
641
$965K ﹤0.01%
25,517
+9,165
642
$957K ﹤0.01%
27,100
643
$956K ﹤0.01%
15,305
-818,772
644
$945K ﹤0.01%
+15,701
645
$937K ﹤0.01%
6,869
-938
646
$933K ﹤0.01%
10,530
+6,768
647
$929K ﹤0.01%
6,070
-230
648
$929K ﹤0.01%
11,003
-1,200
649
$925K ﹤0.01%
48,658
+1,125
650
$911K ﹤0.01%
13,428
-835
24 25
26
27 28