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
$23.3B
AUM Growth
-$7.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
980
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$105M
3
+$97.3M
4
DIS icon
Walt Disney
DIS
+$64M
5
ROP icon
Roper Technologies
ROP
+$59.2M

Top Sells

1
+$97.4M
2
+$88.9M
3
+$76M
4
CI icon
Cigna
CI
+$71.4M
5
ET icon
Energy Transfer Partners
ET
+$69M

Sector Composition

1 Technology 24.24%
2 Healthcare 15.63%
3 Financials 12.97%
4 Consumer Discretionary 10.28%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11.9M 0.05%
120,406
+245
227
$11.8M 0.05%
53,804
-12
228
$11.8M 0.05%
700,570
-7,480
229
$11.8M 0.05%
360,715
-160,931
230
$11.7M 0.05%
667,730
+563,445
231
$11.6M 0.05%
352,931
+18,166
232
$11.5M 0.05%
573,152
+58,686
233
$11.4M 0.05%
146,157
-2,902
234
$11.4M 0.05%
267,269
+50,773
235
$11.3M 0.05%
53,484
-12,715
236
$11.2M 0.05%
174,481
+3,400
237
$11.1M 0.05%
389,484
+20,630
238
$11M 0.05%
1,591,367
-1,438,065
239
$10.9M 0.05%
2,896,303
+465,614
240
$10.8M 0.05%
1,472,587
+4,000
241
$10.7M 0.05%
98,760
+9,972
242
$10.7M 0.05%
76,956
+333
243
$10.6M 0.05%
344,006
+2,178
244
$10.6M 0.05%
71,409
+1,539
245
$10.4M 0.04%
1,570,942
+1,148,145
246
$10.4M 0.04%
59,168
+9,550
247
$10.4M 0.04%
210,220
-8,601
248
$10.3M 0.04%
21,138
+2,590
249
$10.3M 0.04%
215,584
+8,424
250
$9.78M 0.04%
84,805
+6,087
8 9
10
11 12