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
801
$428K ﹤0.01%
38,500
802
$425K ﹤0.01%
+16,332
803
$421K ﹤0.01%
24,500
804
$421K ﹤0.01%
3,305
-1,200
805
$419K ﹤0.01%
+12,656
806
$418K ﹤0.01%
13,593
+3,333
807
$418K ﹤0.01%
10,740
808
$416K ﹤0.01%
+56,699
809
$415K ﹤0.01%
+26,331
810
$413K ﹤0.01%
38,417
811
$410K ﹤0.01%
+7,620
812
$407K ﹤0.01%
11,930
813
$404K ﹤0.01%
+39,000
814
$403K ﹤0.01%
+21,590
815
$403K ﹤0.01%
+3,488
816
$400K ﹤0.01%
+1,280
817
$397K ﹤0.01%
+11,385
818
$395K ﹤0.01%
6,050
-2,673
819
$395K ﹤0.01%
+10,297
820
$394K ﹤0.01%
12,775
+1,275
821
$391K ﹤0.01%
3,741
-676
822
$390K ﹤0.01%
156,667
-210,797
823
$389K ﹤0.01%
+3,900
824
$387K ﹤0.01%
15,477
-899
825
$385K ﹤0.01%
19,154
31 32
33
34 35