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
176
$32.9M 0.09%
348,337
+62,502
177
$32.8M 0.09%
73,344
-2,065
178
$31.1M 0.08%
264,422
+7,947
179
$30.9M 0.08%
159,107
-2,911
180
$30.9M 0.08%
118,938
-6,629
181
$30.1M 0.08%
227,556
-4,324
182
$29.9M 0.08%
127,146
+13,662
183
$29.9M 0.08%
481,497
+62,415
184
$29.6M 0.08%
594,631
+62,215
185
$29.6M 0.08%
139,134
-2,443
186
$28.8M 0.08%
217,844
-3,943
187
$28.5M 0.08%
109,871
-1,038
188
$27.8M 0.07%
257,265
-4,748
189
$27.7M 0.07%
668,585
-14,956
190
$27.5M 0.07%
910,875
-5,580
191
$27.4M 0.07%
415,902
-8,136
192
$27.3M 0.07%
413,515
+77,628
193
$26.2M 0.07%
450,327
+39,420
194
$26.1M 0.07%
605,002
-3,776
195
$25.9M 0.07%
303,373
+7,630
196
$25.9M 0.07%
168,024
+12,297
197
$25.5M 0.07%
186,612
-1,553
198
$25.5M 0.07%
366,720
-32,073
199
$25.1M 0.07%
123,150
-4,899
200
$25.1M 0.07%
546,540
+24,850
6 7
8
9 10