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
726
$649K ﹤0.01%
7,024
-88
727
$649K ﹤0.01%
14,102
-256
728
$648K ﹤0.01%
+14,470
729
$644K ﹤0.01%
14,481
730
$643K ﹤0.01%
707
731
$634K ﹤0.01%
4,629
732
$630K ﹤0.01%
12,450
+250
733
$629K ﹤0.01%
8,189
-1,047
734
$626K ﹤0.01%
34,448
-160
735
$614K ﹤0.01%
21,336
736
$612K ﹤0.01%
14,782
-114
737
$609K ﹤0.01%
4,255
-926
738
$603K ﹤0.01%
27,499
-2,000
739
$600K ﹤0.01%
+2,435
740
$600K ﹤0.01%
+53,799
741
$598K ﹤0.01%
+32,058
742
$597K ﹤0.01%
8,648
+1,475
743
$595K ﹤0.01%
5,936
+33
744
$587K ﹤0.01%
+10,922
745
$586K ﹤0.01%
+9,345
746
$582K ﹤0.01%
9,850
747
$581K ﹤0.01%
10,093
+1
748
$576K ﹤0.01%
4,725
-209
749
$573K ﹤0.01%
6,032
+200
750
$570K ﹤0.01%
9,188
-15,798
28 29
30
31 32