CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
51
$226M 0.6%
1,075,969
+8,506
52
$225M 0.59%
1,009,137
+19,069
53
$200M 0.53%
9,247,490
-135,776
54
$195M 0.52%
2,341,628
+2,143,878
55
$193M 0.51%
927,916
-2,725
56
$190M 0.5%
2,077,982
+1,406
57
$187M 0.5%
1,256,935
+1,241,622
58
$187M 0.49%
2,018,920
-246,720
59
$184M 0.49%
489,790
-42,018
60
$174M 0.46%
1,134,454
+47,234
61
$168M 0.44%
1,965,596
+68,281
62
$165M 0.44%
329,231
+1,070
63
$164M 0.43%
478,593
+74,024
64
$160M 0.42%
2,361,967
+90,212
65
$154M 0.41%
660,660
-108,971
66
$154M 0.41%
627,387
-4,851
67
$149M 0.4%
548,082
+4,023
68
$148M 0.39%
632,453
+20,383
69
$148M 0.39%
612,112
-5,118
70
$142M 0.37%
3,341,685
-68,517
71
$141M 0.37%
1,595,648
+134,836
72
$134M 0.35%
365,557
+16,424
73
$131M 0.35%
21,198,827
+287,689
74
$125M 0.33%
687,066
+8,057
75
$125M 0.33%
1,164,050
-64,231
1 2
3
4 5