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
151
$41.2M 0.11%
1,012,361
-346,888
152
$40.6M 0.11%
1,540,464
-132,173
153
$40.5M 0.11%
1,100,877
+16,252
154
$40.3M 0.11%
106,037
-78,979
155
$40M 0.11%
195,963
-235
156
$39.6M 0.1%
246,854
+12,532
157
$39.6M 0.1%
823,833
+31,641
158
$39M 0.1%
392,991
-441,126
159
$38.8M 0.1%
560,162
-11,298
160
$38.6M 0.1%
3,251,673
+215,323
161
$38.3M 0.1%
810,620
-18,320
162
$38.1M 0.1%
890,425
+22,476
163
$38M 0.1%
1,438,990
-402,310
164
$37.8M 0.1%
31,847
-784
165
$37.1M 0.1%
1,567,010
+266,851
166
$36.6M 0.1%
187,722
+14,461
167
$36.1M 0.1%
1,917,733
-239,720
168
$36.1M 0.1%
114,913
+4,376
169
$35.1M 0.09%
208,471
+137,300
170
$34.4M 0.09%
251,992
-5,869
171
$34.2M 0.09%
283,196
+20,429
172
$34.1M 0.09%
1,034,646
+90,588
173
$33.9M 0.09%
368,516
+7,812
174
$33.6M 0.09%
280,614
-6,051
175
$33.4M 0.09%
573,198
+273,603
5 6
7
8 9