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
876
$287K ﹤0.01%
5,850
-9,654
877
$287K ﹤0.01%
+3,771
878
$284K ﹤0.01%
+2,850
879
$282K ﹤0.01%
3,263
-9,083
880
$279K ﹤0.01%
+6,000
881
$279K ﹤0.01%
4,042
-359,717
882
$277K ﹤0.01%
6,589
883
$276K ﹤0.01%
+4,000
884
$276K ﹤0.01%
+7,397
885
$274K ﹤0.01%
6,399
-147
886
$274K ﹤0.01%
79,661
887
$271K ﹤0.01%
1,517
+56
888
$269K ﹤0.01%
25,402
889
$269K ﹤0.01%
3,843
-130
890
$268K ﹤0.01%
25,900
891
$268K ﹤0.01%
1,762
892
$266K ﹤0.01%
287
893
$265K ﹤0.01%
+2,538
894
$263K ﹤0.01%
4,670
-1,491
895
$261K ﹤0.01%
16,535
+5,400
896
$260K ﹤0.01%
+2,188
897
$258K ﹤0.01%
3,111
-244
898
$256K ﹤0.01%
2,632
+172
899
$255K ﹤0.01%
9,237
-292
900
$255K ﹤0.01%
+29,078
34 35
36
37 38