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
651
$903K ﹤0.01%
19,443
+1
652
$895K ﹤0.01%
+500,000
653
$891K ﹤0.01%
+32,992
654
$889K ﹤0.01%
+15,924
655
$889K ﹤0.01%
6,812
+3,907
656
$889K ﹤0.01%
6,316
-418
657
$885K ﹤0.01%
8,566
+77
658
$875K ﹤0.01%
14,515
+3,280
659
$855K ﹤0.01%
11,369
+6,542
660
$850K ﹤0.01%
17,521
+1,923
661
$848K ﹤0.01%
7,625
662
$847K ﹤0.01%
38,052
-932
663
$846K ﹤0.01%
10,942
-1,317
664
$836K ﹤0.01%
12,174
665
$834K ﹤0.01%
10,862
-287
666
$833K ﹤0.01%
20,465
+7,235
667
$832K ﹤0.01%
19,063
668
$826K ﹤0.01%
21,000
669
$817K ﹤0.01%
+46,464
670
$817K ﹤0.01%
33,243
+5,799
671
$816K ﹤0.01%
12,000
672
$815K ﹤0.01%
8,751
673
$814K ﹤0.01%
9,198
+1,330
674
$813K ﹤0.01%
4,751
-250
675
$809K ﹤0.01%
13,497
-470
25 26
27
28 29