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
101
$95M 0.25%
336,641
-98,340
102
$93.7M 0.25%
11,376,390
-725,248
103
$93.5M 0.25%
250,109
+8,813
104
$90M 0.24%
388,271
+193,979
105
$86.4M 0.23%
1,106,322
-6,041
106
$85.4M 0.23%
312,681
+5,408
107
$84.8M 0.22%
944,153
-323,506
108
$83.6M 0.22%
1,246,190
+85,211
109
$82.2M 0.22%
242,978
+61,123
110
$81.2M 0.21%
2,960,825
-1,059,688
111
$81M 0.21%
4,039,340
+308,225
112
$80.1M 0.21%
183,537
-1,646
113
$78.8M 0.21%
557,279
-12,453
114
$75.9M 0.2%
777,356
+11,208
115
$75.4M 0.2%
1,505,289
+108,073
116
$74.8M 0.2%
815,807
+806,309
117
$73.1M 0.19%
239,281
-12,042
118
$72.6M 0.19%
1,005,279
+501,286
119
$70.4M 0.19%
1,490,961
+37,772
120
$70.3M 0.19%
201,918
+1,294
121
$69.9M 0.18%
286,218
-2,026
122
$68.1M 0.18%
930,446
+4,415
123
$67.1M 0.18%
4,833,652
+308,877
124
$65.3M 0.17%
158,687
+79,573
125
$64.7M 0.17%
860,859
+826,478
3 4
5
6 7