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
1
$1.87B 4.94%
11,482,260
+61,920
2
$1.79B 4.73%
13,490,733
-280,559
3
$1.7B 4.51%
7,662,283
-261,942
4
$661M 1.75%
3,023,313
-1,640
5
$608M 1.61%
9,376,717
+2,402,100
6
$595M 1.57%
4,679,500
+132,578
7
$573M 1.51%
6,536,900
+124,820
8
$563M 1.49%
1,604,398
+25,264
9
$540M 1.43%
2,741,906
-270,838
10
$525M 1.39%
5,997,880
-9,540
11
$506M 1.34%
1,011,367
+14,911
12
$493M 1.3%
4,506,396
+569,763
13
$477M 1.26%
3,029,187
+32,356
14
$455M 1.2%
1,711,827
+21,421
15
$426M 1.13%
5,318,677
+946,793
16
$414M 1.09%
1,945,595
+54,602
17
$404M 1.07%
2,650,348
-625,449
18
$395M 1.05%
7,456,411
+1,062,205
19
$387M 1.02%
2,867,582
+176,122
20
$384M 1.02%
2,321,729
+404,476
21
$379M 1%
814,417
-293,303
22
$373M 0.99%
1,790,121
-164,584
23
$370M 0.98%
5,415,983
+266,147
24
$364M 0.96%
1,020,064
-6,955
25
$363M 0.96%
3,152,027
+64,409
1
2 3 4 5