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
851
$334K ﹤0.01%
4,397
852
$333K ﹤0.01%
+17,058
853
$333K ﹤0.01%
17,000
854
$330K ﹤0.01%
3,486
-280
855
$330K ﹤0.01%
4,937
-207
856
$329K ﹤0.01%
11,285
-140
857
$327K ﹤0.01%
+3,750
858
$327K ﹤0.01%
10,679
-370
859
$324K ﹤0.01%
1,063
-10,441
860
$321K ﹤0.01%
+11,000
861
$318K ﹤0.01%
14,294
-14,294
862
$317K ﹤0.01%
2,646
-7
863
$315K ﹤0.01%
3,353
-7,825
864
$314K ﹤0.01%
1,309
-58
865
$313K ﹤0.01%
3,569
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866
$312K ﹤0.01%
18,000
867
$306K ﹤0.01%
7,000
868
$302K ﹤0.01%
1,304
869
$300K ﹤0.01%
+1,066
870
$299K ﹤0.01%
11,400
871
$298K ﹤0.01%
+28,400
872
$297K ﹤0.01%
+2,050
873
$292K ﹤0.01%
11,413
874
$289K ﹤0.01%
2,896
+51
875
$289K ﹤0.01%
+23,404
33 34
35
36 37