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
126
$63.5M 0.17%
276,282
+3,431
127
$63.2M 0.17%
129,678
+10,528
128
$63.2M 0.17%
178,065
+3,603
129
$62.4M 0.16%
1,039,198
+157,755
130
$60.6M 0.16%
2,186,100
+1,222,450
131
$60.1M 0.16%
280,212
+10,196
132
$58.1M 0.15%
648,831
+46,725
133
$56.7M 0.15%
263,235
-5,524
134
$55.2M 0.15%
283,576
+11,069
135
$54.5M 0.14%
2,469,445
+38,513
136
$54.2M 0.14%
389,686
-829
137
$53M 0.14%
1,656,128
+41,469
138
$52.5M 0.14%
297,341
+741
139
$51.4M 0.14%
1,744,672
-212,681
140
$48.6M 0.13%
129,066
+2,690
141
$47.7M 0.13%
737,763
-1,613,800
142
$47.4M 0.13%
1,269,164
+32,577
143
$46.5M 0.12%
728,399
-415,328
144
$46.2M 0.12%
169,391
+72,051
145
$45.7M 0.12%
1,189,948
-434,104
146
$44.8M 0.12%
292,197
+84,033
147
$44M 0.12%
602,457
-42,668
148
$43.7M 0.12%
765,287
+91,872
149
$42.1M 0.11%
814,633
+128,439
150
$41.5M 0.11%
757,385
-7,828
4 5
6
7 8