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
901
$254K ﹤0.01%
+25,000
902
$253K ﹤0.01%
3,334
-114
903
$252K ﹤0.01%
4,761
-64
904
$252K ﹤0.01%
+3,609
905
$250K ﹤0.01%
+30,000
906
$249K ﹤0.01%
12,040
+1,000
907
$247K ﹤0.01%
+2,000
908
$247K ﹤0.01%
+3,413
909
$246K ﹤0.01%
8,027
-157,248
910
$245K ﹤0.01%
12,650
911
$245K ﹤0.01%
+20,000
912
$245K ﹤0.01%
+1,300
913
$244K ﹤0.01%
+21,831
914
$243K ﹤0.01%
5,638
+318
915
$241K ﹤0.01%
4,674
+3
916
$240K ﹤0.01%
+1,363
917
$240K ﹤0.01%
+20,315
918
$240K ﹤0.01%
100,000
919
$239K ﹤0.01%
2,530
920
$236K ﹤0.01%
+1,814
921
$236K ﹤0.01%
+13,345
922
$236K ﹤0.01%
5,600
-55
923
$235K ﹤0.01%
+10,326
924
$229K ﹤0.01%
+3,047
925
$226K ﹤0.01%
3,503
-11,542
35 36
37
38 39