CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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 +$186M
2 +$159M
3 +$140M
4
SPGI icon
S&P Global
SPGI
+$138M
5
GS icon
Goldman Sachs
GS
+$77.6M

Top Sells

1 +$138M
2 +$96.1M
3 +$87.1M
4
CMCSA icon
Comcast
CMCSA
+$63.9M
5
EQIX icon
Equinix
EQIX
+$58.1M

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
926
$226K ﹤0.01%
+14,447
927
$226K ﹤0.01%
1,552
-575
928
$225K ﹤0.01%
+2,576
929
$224K ﹤0.01%
2,599
-95,715
930
$223K ﹤0.01%
+4,129
931
$223K ﹤0.01%
1,785
-1,027
932
$223K ﹤0.01%
1,599
+37
933
$220K ﹤0.01%
1,616
-4,870
934
$219K ﹤0.01%
4,325
935
$218K ﹤0.01%
30,000
936
$217K ﹤0.01%
+2,729
937
$216K ﹤0.01%
+5,958
938
$216K ﹤0.01%
+2,600
939
$214K ﹤0.01%
3,450
940
$213K ﹤0.01%
+3,402
941
$212K ﹤0.01%
21,000
+9,000
942
$211K ﹤0.01%
+1,442
943
$209K ﹤0.01%
+3,400
944
$209K ﹤0.01%
+3,429
945
$208K ﹤0.01%
+12,950
946
$206K ﹤0.01%
12,511
+147
947
$205K ﹤0.01%
1,797
-836
948
$204K ﹤0.01%
5,834
-344
949
$201K ﹤0.01%
+4,068
950
$189K ﹤0.01%
11,587
-35,894