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
826
$381K ﹤0.01%
9,000
827
$379K ﹤0.01%
21,249
-5,330
828
$378K ﹤0.01%
5,445
+1,125
829
$376K ﹤0.01%
59,390
830
$372K ﹤0.01%
18,729
+1,065
831
$371K ﹤0.01%
12,163
+2,885
832
$369K ﹤0.01%
6,041
-509
833
$363K ﹤0.01%
16,545
834
$361K ﹤0.01%
26,770
835
$361K ﹤0.01%
20,046
-1,672
836
$361K ﹤0.01%
3,017
837
$357K ﹤0.01%
3,761
-1,879
838
$354K ﹤0.01%
+10,148
839
$353K ﹤0.01%
3,690
+202
840
$351K ﹤0.01%
20,000
841
$349K ﹤0.01%
4,046
-304
842
$348K ﹤0.01%
+6,405
843
$347K ﹤0.01%
15,081
844
$347K ﹤0.01%
14,996
-3,150
845
$345K ﹤0.01%
+26,804
846
$344K ﹤0.01%
+4,819
847
$342K ﹤0.01%
1,490
848
$340K ﹤0.01%
+10,187
849
$337K ﹤0.01%
10,608
850
$336K ﹤0.01%
1,284
-62
32 33
34
35 36