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
776
$498K ﹤0.01%
6,835
+1,249
777
$497K ﹤0.01%
+12,714
778
$497K ﹤0.01%
2,498
+154
779
$496K ﹤0.01%
6,811
+1,231
780
$494K ﹤0.01%
+13,840
781
$492K ﹤0.01%
17,452
-23,714
782
$483K ﹤0.01%
8,411
-1,669
783
$483K ﹤0.01%
+69,750
784
$480K ﹤0.01%
5,292
+1,500
785
$468K ﹤0.01%
6,540
786
$461K ﹤0.01%
30,563
+3,817
787
$461K ﹤0.01%
6,332
+560
788
$456K ﹤0.01%
30,048
-306
789
$451K ﹤0.01%
13,000
790
$450K ﹤0.01%
+195,721
791
$448K ﹤0.01%
9,497
-385
792
$443K ﹤0.01%
+17,440
793
$442K ﹤0.01%
1,310
-545
794
$440K ﹤0.01%
+7,057
795
$436K ﹤0.01%
1,782
-22
796
$435K ﹤0.01%
2,532
797
$434K ﹤0.01%
65,005
798
$434K ﹤0.01%
3,574
-581
799
$433K ﹤0.01%
2,399
+29
800
$432K ﹤0.01%
3,352
-2,090
30 31
32
33 34