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
751
$565K ﹤0.01%
4,707
-1,663
752
$563K ﹤0.01%
22,136
753
$560K ﹤0.01%
23,827
-78
754
$558K ﹤0.01%
15,600
-2,241
755
$553K ﹤0.01%
+25,545
756
$552K ﹤0.01%
+10,659
757
$548K ﹤0.01%
20,310
758
$547K ﹤0.01%
+15,090
759
$543K ﹤0.01%
18,675
760
$542K ﹤0.01%
10,675
761
$536K ﹤0.01%
12,912
762
$536K ﹤0.01%
3,250
+420
763
$531K ﹤0.01%
4,255
764
$531K ﹤0.01%
15,327
-308
765
$530K ﹤0.01%
68,658
-6,405
766
$517K ﹤0.01%
34,172
+10,000
767
$515K ﹤0.01%
+10,230
768
$508K ﹤0.01%
10,863
769
$508K ﹤0.01%
+6,615
770
$508K ﹤0.01%
446
+31
771
$508K ﹤0.01%
4,053
-1,020
772
$505K ﹤0.01%
763
+138
773
$502K ﹤0.01%
23,670
-3,666
774
$501K ﹤0.01%
2,947
775
$499K ﹤0.01%
125,000
29 30
31
32 33