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
701
$713K ﹤0.01%
+250,000
702
$711K ﹤0.01%
5,001
+593
703
$710K ﹤0.01%
+13,186
704
$705K ﹤0.01%
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705
$704K ﹤0.01%
11,902
-233
706
$698K ﹤0.01%
10,090
707
$694K ﹤0.01%
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708
$691K ﹤0.01%
669
709
$685K ﹤0.01%
12,423
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710
$681K ﹤0.01%
245,092
711
$681K ﹤0.01%
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712
$678K ﹤0.01%
10,784
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713
$676K ﹤0.01%
38,752
+10,038
714
$671K ﹤0.01%
9,226
-9,221
715
$670K ﹤0.01%
41,736
+1,016
716
$668K ﹤0.01%
+30,000
717
$667K ﹤0.01%
16,477
-933
718
$664K ﹤0.01%
4,360
-11,469
719
$662K ﹤0.01%
+44,000
720
$657K ﹤0.01%
14,418
-2,257
721
$656K ﹤0.01%
13,342
+5,899
722
$655K ﹤0.01%
22,859
+11,079
723
$655K ﹤0.01%
+10,578
724
$655K ﹤0.01%
21,758
-182,125
725
$650K ﹤0.01%
17,910
27 28
29
30 31