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
1001
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-100
1002
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-7,536
1003
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-4,025
1004
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-100,000
1005
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1006
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-10,146
1007
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-80,803
1008
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-10,475
1009
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-41,040
1010
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-10,909
1011
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-144,334
1012
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-3,030
1013
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-17,582
1014
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-35,925
1015
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-15,689
1016
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-1,000,000
1017
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-1,000,000
1018
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-500,000
1019
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-369,342
1020
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-4,141
1021
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-121,581
1022
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-75,507
1023
– –
-17,032
1024
– –
-13,518
1025
– –
-15,543
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