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
951
$189K ﹤0.01%
13,104
+2,600
952
$175K ﹤0.01%
50,000
+5,000
953
$175K ﹤0.01%
+10,000
954
$172K ﹤0.01%
15,884
-5,000
955
$161K ﹤0.01%
15,060
956
$156K ﹤0.01%
+10,000
957
$146K ﹤0.01%
10,046
958
$142K ﹤0.01%
17,676
959
$120K ﹤0.01%
14,179
+269
960
$114K ﹤0.01%
+11,486
961
$106K ﹤0.01%
279
+128
962
$95K ﹤0.01%
+3,500
963
$91K ﹤0.01%
10,000
964
$89K ﹤0.01%
12,000
965
$80K ﹤0.01%
500
966
$79K ﹤0.01%
3,702
967
$77K ﹤0.01%
2,433
968
$75K ﹤0.01%
16,121
-216
969
$39K ﹤0.01%
10,000
970
$34K ﹤0.01%
49,965
+15,465
971
$25K ﹤0.01%
23
972
$10K ﹤0.01%
15,335
973
– –
-8,750
974
– –
-10,156
975
– –
-12,935
37 38
39
40 41