CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
76
$123M 0.32%
1,779,526
-1,130
77
$122M 0.32%
1,449,452
-120,583
78
$122M 0.32%
1,459,534
+521,313
79
$122M 0.32%
339,422
-1,561
80
$119M 0.31%
3,626,412
+1,994,020
81
$118M 0.31%
4,850,960
+1,046,920
82
$117M 0.31%
1,087,703
-8,776
83
$113M 0.3%
778,496
+590,314
84
$112M 0.3%
1,638,304
-175,495
85
$110M 0.29%
8,441,240
-715,120
86
$110M 0.29%
529,756
+63,152
87
$109M 0.29%
558,145
-23,796
88
$107M 0.28%
459,974
+25,506
89
$105M 0.28%
540,044
+22,337
90
$102M 0.27%
895,646
-60,888
91
$102M 0.27%
389,052
+35,227
92
$101M 0.27%
988,450
-24,242
93
$101M 0.27%
927,779
-23,555
94
$98.2M 0.26%
3,850,363
+1,454,727
95
$97.6M 0.26%
304,092
+7,410
96
$97.6M 0.26%
343,715
+239
97
$97.4M 0.26%
459,901
-3,310
98
$97.4M 0.26%
267,748
+82,416
99
$97.1M 0.26%
368,025
+348,474
100
$97M 0.26%
8,302,874
-1,626,504
2 3
4
5 6