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
676
$805K ﹤0.01%
20,027
677
$801K ﹤0.01%
20,835
-251
678
$795K ﹤0.01%
22,105
-4,186
679
$780K ﹤0.01%
10,566
-241
680
$778K ﹤0.01%
54,989
+10,519
681
$777K ﹤0.01%
10,860
682
$770K ﹤0.01%
+14,300
683
$769K ﹤0.01%
1,410,964
-39,800
684
$768K ﹤0.01%
2,370
-40
685
$764K ﹤0.01%
25,650
686
$759K ﹤0.01%
25,731
-18,338
687
$757K ﹤0.01%
9,058
-2,030
688
$754K ﹤0.01%
6,322
-1,347
689
$750K ﹤0.01%
20,402
-4,773
690
$749K ﹤0.01%
63,600
691
$747K ﹤0.01%
6,300
+150
692
$746K ﹤0.01%
19,719
+435
693
$732K ﹤0.01%
11,050
+5,110
694
$723K ﹤0.01%
10,335
+4,070
695
$723K ﹤0.01%
2,365
-43
696
$723K ﹤0.01%
14,754
-3,860
697
$722K ﹤0.01%
30,100
+15,100
698
$722K ﹤0.01%
28,975
699
$714K ﹤0.01%
4,188
-1,352
700
$713K ﹤0.01%
+228,500
26 27
28
29 30