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
201
$25M 0.07%
606,929
-42,161
202
$25M 0.07%
501,060
+200,174
203
$24.9M 0.07%
151,571
-1,571
204
$24.9M 0.07%
408,465
+200,779
205
$24.9M 0.07%
248,144
-2,295
206
$24.8M 0.07%
158,437
-8,051
207
$24.6M 0.07%
213,854
-2,249
208
$24.3M 0.06%
+61,184
209
$24.1M 0.06%
410,712
-221,475
210
$24.1M 0.06%
+2,128,500
211
$24M 0.06%
917,169
-54,867
212
$23.9M 0.06%
2,059,308
-773,754
213
$23.9M 0.06%
2,290,622
-286,155
214
$23.7M 0.06%
181,946
-2,623
215
$23M 0.06%
819,410
+76,470
216
$22.9M 0.06%
208,469
+15,316
217
$22.8M 0.06%
479,353
-7,067
218
$22.5M 0.06%
743,426
+121,975
219
$22.3M 0.06%
481,510
-9,154
220
$22.1M 0.06%
1,094,340
+133,545
221
$22.1M 0.06%
185,547
+162,153
222
$21.9M 0.06%
178,388
-4,156
223
$21.8M 0.06%
1,007,754
+650,000
224
$21.5M 0.06%
52,335
-1,171
225
$21.4M 0.06%
34,596
-1,426
7 8
9
10 11